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Contact Us

Neil Beube
Tanner Farkas
Stacey Roberts

Tel: 416-359-5448

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

Our Specialists:

To learn more about each service, please click on either the names or team:
  1. Portfolio Advisory Team
  2. Financial Planning
  3. Investment Fund Research
  4. Tax Planning
  5. Estate & Insurance Planning
  6. Private Banking
  7. Trust Services
  8. Charitable Giving