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Contact Us

David Ferrie
Anthony Petruccelli
Teresa Hoang

Tel: 416-590-7605
Tel: 1800-567-2626

Address
4881 Yonge Street
9th Floor, PO Box 37
Toronto, ON
M2N 5X3
Map

Meet Our Team

David Ferrie
Managing Director, Portfolio Manager
Tel (416) 590-7667
E-mail: David Ferrie   
Anthony Petruccelli
Portfolio Manager, Financial Planner (PFP®)
Tel (416) 590-7675
E-mail: Anthony Petruccelli
Teresa Hoang
Administrative Assistant
Tel (416) 590-7605
E-mail: Teresa Hoang


Our Partners

  Tim Simpson
Estate and Insurance Advisor
Tel (416) 359-7798
E-mail: Timothy Simpson
  Hill Su
Wealth Planning Consultant
Tel (416) 590-7690
E-mail: Hill Su