Meet Our Team

Barbara Rigney, FCSI, CIM, PFP

Associate Portfolio Manager, Investment Advisor

  • Over 35 years of financial industry and private business experience.

  • Discretionary investment portfolios for US and Canadian residents and corporations.

  • Specializes in US, Canada and international senior executives, wealthy families, and individuals with Canada/US cross-border issues.

  • Masters Degree (MSW) and credentials in accounting, tax, real estate appraisal, estates and trusts.

  • Personal Financial Planner

Jennifer Rigney, CFP, PFP

Investment Advisor & Financial Planner
  • Over 15 years of experience as Investment Advisor serving individuals and families.
  • Previous positions include Financial Planner, Financial Advisor, and Personal Banking Officer.
  • Achieved Certified Financial Planner, CFP®.
  • Graduate of University of Toronto with a Bachelor of Commerce Degree (Honours), Japanese minor.
  • Assists clients with their various life insurance needs.

Gilbert Bushati

Sales Assistant

  • Over 8 years years experience in the investment industry.

  • Previously with a Canadian financial services company serving clients as Advisor and Financial Services Consultant.

  • Experinced in trading complex financial derivatives and other financial instruments.

  • Worked in back office support role for the hedge fund industry.

  • Earlier experince in various engineering consultancies and government operations.

  • Helped clients with their health and life insurance needs. Licensed with IIROC as Registered Representative.