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Philip Burton
Ilona Napravnik
David Tremblett


1815 Queen St. E
Toronto, ON
M4L 3Z6

For 25 years, my team has been working with a wide variety of private clients to help them manage and plan their wealth effectively in the areas of:

❯ Portfolio management
❯ Tax optimization
❯ Estate & succession planning
❯ Trusts

The majority of my clients are families, although my team also works with stand-alone trusts, corporations, and pension plans.

Whether you are an individual, family, or business - you can always expect my team to provide the highest level of service and professional advice, backed by strong credentials and decades of experience.

Philip Burton, CFP® CIM FCSI
Portfolio Manager