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Contact Us

Larry Joffe
Kevin Gilmour
Vivian Chang

Tel: 416-359-7674
Fax: 416-359-1930
Toll Free: 1800-293-5686

Address
BMO Nesbitt Burns
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Who We Are
We are a team of experienced investment professionals committed to delivering a high level of service. Our purpose is to help our clients develop their personal investment plan to achieve their financial and lifestyle goals.

Our Philosophy
Our practice is based on a clear set of guiding principles:
  • Do what is right for the client. 
  • Every client is an individual with unique needs and circumstances.
  • Advise, guide and educate.