About me

Larry Kourtis, CPA

Investment Advisor

Larry received his Honors Degree in Commerce from the University of Toronto and is a member of the Ontario Society of Management Accountant. Prior to his career as an Investment Advisor with BMO Nesbitt Burns, Larry worked in the private, non-profit and government sectors.

Larry is active in the Etobicoke community through his involvement with his children in a variety of school, sports and church associations. Larry is a past Treasurer of the Etobicoke-York Community Care Access Centre and remains passionate about the quality of community care especially in addressing issues of elder care.

John Soares, CFP, CIM

Senior Investment Associate

John has worked as an Investment Advisor since 2001. Previous to his career as an Investment Advisor, John spent 6 years at a major Trust company giving investment advice.

John graduated from the University of Toronto with an Economics Specialist BA and have since obtained the Certified Financial Planner and Chartered Investment Manager designations.
 
In John's spare time, he enjoys watching his godson Zander play varsity football. When the opportunity presents itself, John enjoys trying craft beers from local breweries from all around Ontario. John also enjoys travelling and is fluent Portuguese.

Michael Ramirez

Administration Associate

As our administrative associate, Michael is “the” authority on navigating through the firm to get things done for our clients.  Michael joins us after several years supporting the entire branch as a member of the operations and processing team.  Prior to joining our branch, Michael worked in banking services at First Canadian Place – the global operational headquarters of the Bank of Montreal.  There he obtained a solid knowledge of documentation, back office transactions, cheque handling and much more.  

As a native of Colombia, Michael is fluent in Spanish.  In his spare time, he can be found playing soccer or volleyball and enjoying time with his close-knit family, including his beloved dog Junior.