Paul D'Elia, CIM, PFP, FCSI
Senior Wealth Advisor & Senior Portfolio Manager
Nino Lucci
Senior Wealth Associate
Ben Weld, CIM
Senior Investment Associate
Priscilla Radam, B.Comm.
Senior Client Service Associate
Chantalle Teja
Senior Administration Associate
Our Partner
James Kraft, CPA, CA, M.Tax
Estate and Insurance Advisor
James provides estate and insurance advice to high net worth clients though sophisticated, forward-thinking wealth management planning. James offers clients informed insight across the broad spectrum of wealth and estate planning issues, leveraging advanced market experience – more than 20 years of specialized tax, estate, and insurance expertise – and a unique understanding of the financial and emotional complexities of family wealth.
He works collaboratively with his colleagues to simplify the complexities associated with wealth and offering affluent families and entrepreneurs a uniquely personalized experience. Together, they aim to help clients realize their aspirations, at all stages of life, through meaningful conversations.