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Contact Us

Steve Kaszas
Adam Altberg
Allison Jarvie
Laura Roncone
Christina Su

Address
1 First Canadian Place
39th Floor, P.O. Box 150
Toronto, ON
M5X 1H3
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Our team is a strong, high functioning, and cohesive team ready to serve you.
With over 50 years of combined business investment experience we provide a variety of high quality and personalized services with proven results.

Our experience, network, and firm can help you meet your financial goals. We work with you to assess your financial situation and help develop a plan for the future. Our team provides expertise and guidance in the changing and complex marketplace to help put you at ease. We provide a variety of services and advice to help met your goals
 

Steve Kaszas
Senior Vice President, Managing Director

Tel: 416-359-4697
Fax: 416-359-4802

Email: Steve Kaszas


Adam Altberg
Vice President, Portfolio Manager

Tel: 416-359-5589
Fax: 416-359-4802

Email: Adam Altberg


Chris Kaszas
Investment Advisor 

Tel: 416-359-6904
Fax: 416-359-4802

Email: Chris Kaszas


Allison Jarvie
Investment Representative

Tel: 416-359-4662
Fax: 416-359-4802

Email: Allison Jarvie


Laura Roncone
Investment Representative

Tel: 416-359-4871
Fax: 416-359-4802

Email: Laura Roncone


Christina Su 
Investment Representative

Tel: 416-359-8501
Fax: 416-359-4802
E-mail: Christina Su