Who We Are

Frank Teti, CIM, FCSI

Portfolio Manager & Investment Advisor

Frank launched his career in the financial services industry in 1995 with BMO Nesbitt Burns where his passion for helping clients reach their financial goals continues today as a Senior Portfolio Manager and Senior Investment Advisor, providing specialized wealth management solutions.

Mark J. Moskowitz, CFA

Portfolio Manager, Financial Planner

Nkenna Johnson

Senior Sales Assistant