Our Team
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Mark Tinnerman
Mark focuses on portfolio management and client service, and specializes in inter-generational wealth planning. His inspiration for this area of expertise was his own family experience. The failure of one generation to pass on their emotional inheritance proved costly for Mark’s predecessors. Read more about Mark |
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Jonathan Lin
Jonathan is fully committed to his clients, and always puts their needs first. His value system is further honed by his volunteer work throughout Toronto. |
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Pouya Fattahi
Pouya takes pride in providing exceptional client service. His commitment leads his clients to achieve their goals, while also enjoying the journey. Read more about Pouya |
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Tamara Uptigrove
Tamara spends most of her time on portfolio analysis, trading, and creating detailed wealth plans for our clients. She delights in educating clients on their investments and financial situation. Read more about Tamara |
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Tina Dragneva
Tina tries to find every possible way to make your day-to-day financial dealings simple and easy. Just ask her a question or tell her what you need, and she will quickly come up with an efficient solution for you. Read more about Tina |
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Camillia Baboolal
Camillia will often be the first voice you hear when you call us. Her upbeat attitude and baking skills have made her a favourite with our clients. Read more about Camillia |
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James Kraft
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David Tremblett
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