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Ian Peebles, CIM
Gabriel Martin, CFA
Kaitlyn Vallee

1 First Canadian Place
38th floor, P.O. Box 150
Toronto, ON
M5X 1H3

Our Commitment

Our philosophy is based on a long-established process that considers every aspect of our clients’ lives.

We examine all essential details – financial and otherwise. We take the time to better understand your individual needs and together, we find the best options available.

Our technical expertise, disciplined approach, professional service and strong client rapport are what makes us unique.

Learn more about Our Specialities