Our Team

Faisal Hassan, CIM®, PFP®

Portfolio Manager, Senior Wealth Advisor and Senior Investment Advisor

Tel: (416) 590-7620

As a Professional Financial Planner (PFP) ® and Chartered Investment Manager (CIM) ® with 20 years' experience, I provide clients with a bespoke wealth advisory experience – specializing in comprehensive high net worth planning and discretionary portfolio management.

 

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Brad Fox, CIM®

Portfolio Manager and Senior Investment Advisor

Tel: (416) 590-7606

As a Chartered Investment Manager (CIM) ® with more than 25 years’ experience, I deliver top-flight wealth planning solutions for clients – bringing deep knowledge of investment and estate planning products to the Hassan Fox Wealth Management team.

 

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Erik Olesen, CFA, CFP®, CIM

Portfolio Manager

Tel: (416) 590-7644

As a Chartered Financial Analyst and CERTIFIED FINANCIAL PLANNER® Professional, I have a multi-faceted understanding of wealth management, encompassing a wide set of issues, ranging from tax and estate planning to capital markets.

 

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Suzanne Probyn-Romano

Client Service Associate

Tel: (416) 590-7608

With a 34-year tenure at Nesbitt Burns Inc. (BMO), I am an accomplished financial professional dedicated to assisting clients. I have built a successful career in the financial services industry while fostering strong client relationships.

 

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