Our Team

Our Team

Melissa Caschera

Investment Advisor

I have been working in the financial services industry since 1999, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. My commitment to continuous education, as well as completion of required qualifications, has earned me the CERTIFIED FINANCIAL PLANNER™ designation conferred by the Financial Planning Standards Council. I look forward to exploring investment strategies and solutions with you as we work together towards your unique financial goals.

Reggie Carroccia

Investment Advisor

I have been working in the financial services industry since 1994, with a focus on fostering strong client relationships and helping customers achieve their personal financial goals. I hold a Bachelor of Arts degree in Economics from the University of Waterloo. I also hold the Personal Financial Planner (PFP) designation offered by the Institute of Canadian Bankers. I look forward to working with you.