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Marcus Etchegary
Jim Gandhi
Colin McMichael-Bilodeau
Audrey Cheung

1 First Canadian Place
40th Floor
Toronto, ON
M5X 1H3

Working With Us

As your trusted Wealth Advisory Team, we hold ourselves to the highest level in every facet of what we do. As a result, our clients have rewarded this unmatched commitment to achieving their financial goals by referring their friends, family and colleagues to our care and this to us is the ultimate compliment. We stand proud by a few common words that have been used by clients to describe our work – Comprehensive, Process Driven, Proactive, Transparent and Trustworthy.

We Commit To:

1) Providing you with the absolute highest level of customer service. We will return all emails and phone messages within 24 hours and sooner for more urgent requests.

2) Ensuring all aspects of your personal finances including financial planning, tax planning, estate planning, insurance and investments are cohesively organized. This removes our clients from the burden of managing multiple relationships.

3) Managing your money with the appropriate balance of capital preservation and growth given your investment objectives.

4) Creating a professionally tailored Service Schedule that will outline when we’ll be meeting and what we’ll be discussing throughout the course of the year. As we all know, leaving this to chance often time results in important topics falling to the wayside.

5) Treating you with the highest level of respect and integrity.