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Contact Us

Melanie Segal
Robert Folliott
Michael Leung
Kristen Walton
Rey Domondon

1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3

Our Services

We specialize in Portfolio Management and Financial Planning. We believe that the integration and cohesion of a variety of services is the optimal approach to help you manage your financial future.

We can provide and facilitate access to a wide range of services supporting a broad range of needs. We directly provide you these services, or we have access to experts in these fields:

  • Portfolio Management
  • Financial Planning 
  • Tax Planning
  • Trusts and Charitable Giving
  • Estate and Insurance Planning
  • Personal Banking Services (offered by BMO Bank of Montreal)
  • Working with 3rd Party Accounting and Legal Services