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Theo Kalamaras
Lubna Bibi
Shanaz Haque

Tel: 416-359-4106

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

Our Mission

Your Roadmap for the Future

Wealth management is a comprehensive approach to helping you achieve your goals in life. It gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want. It also provides a clear roadmap for your future by addressing all aspects of your financial situation at each stage of your life. Every step of the way, you are guided by a professional wealth manager – Theo Kalamaras – who will help you realize your personal aspirations.

Helping you with all your financial needs

With the wealth management approach, Theo helps you:

  • Clarify your individual needs

  • Establish specific goals

  • Bring together all the solutions you need to effectively manage your wealth

  • Wealth management extends beyond investment advice and money management, helping you protect your lifestyle, manage your nest egg, plan your retirement and create your legacy. Theo will guide you - and your family – through each life stage by helping you understand the various financial issues, concerns and opportunities you face.