Stuart Campbell, CFA
Stuart has more than twenty years of experience in the investment industry and he is a CFA Charterholder, which is recognized worldwide as the gold standard for investment professionals. He has decades of investment and advisory experience for financial institutions, public and private companies, and high net worth families, and extensive experience protecting, preserving, and growing wealth through the entire business cycle.
He believes that financial success is a collaborative process and his core values of trust, honesty and transparency guide him in every decision that he makes. Stuart understands the importance of trust and he is fully committed to building long-term relationships with his clients and ensuring that they are treated with honesty, care, and professionalism.
Stuart and his wife live in Mississauga with their daughter and son and when he is not working he is taking his kids to their many activities, enjoying skiing, basketball, and surprising his family with his cooking.
Patricia has more than thirty years of experience in the investment industry and she is a fully licensed Investment Representative. Her strong organizational skills and industry experience ensure that the operations of the practice run smoothly, and she supports clients with trade execution, portfolio and tax reporting, requests for funds, and ongoing administrative functions.
Her easy-going nature immediately makes clients feel at ease and she is committed to providing a personal service experience with trust and professionalism.
Patricia is married with two teenage sons and looks forward to spending time at her cabin on Georgian Bay each summer.