Bill Brown, CFP, CIM, FCSI

Senior Portfolio Manager, Senior Investment Advisor

Tel: (416) 359-6833

Fax: (416) 359-4942

Larry Moncik, MBA, CFA

Senior Portfolio Manager, Senior Investment Advisor

Tel: (416) 359-5687

Fax: (416) 359-4942

Ian Leith, MBA

Senior Portfolio Manager, Senior Investment Advisor

Tel: (416) 365-6101

Fax: (416) 359-4942

Toll-Free: 1-800-668-8138

Samia Beg, MBA, CIM

Senior Investment Associate

Tel: (416) 359-4024

Fax: (416) 359-4942

Daniela Leung, CFP

Senior Wealth Associate

Tel: (416) 359-6360

Fax: (416) 359-4942

Sue Morris

Senior Investment Associate

Tel: (416) 365-5069

Fax: (416) 359-4942

Mikhail (Mike) Kop

Investment Associate

Tel: (416) 365-6148

Fax: (416) 359-4942

Anastasia Kavytska

Client Services Associate

Tel: (416) 359-6407

Fax: (416) 359-4942

Cam Jewett

Client Services Associate

Tel: (416) 365-6165

Fax: (416) 359-4942

Sibi Ganeshamoorthy

Client Services Assistant

Tel: (416) 365-6075

Fax: (416) 359-4942

Tax Planning

Tax Planning

September 12, 2022

Tax Tips For Investors

September 23, 2022

Tax Proposals Affecting Private Corporations -

September 13, 2022

Tax Planning Involving Family Trusts

Bill Brown, CFP, CIM, FCSI

Larry Moncik, MBA, CFA

Ian Leith, MBA

Samia Beg, MBA, CIM

Daniela Leung, CFP

Sue Morris

Mikhail (Mike) Kop

Anastasia Kavytska

Cam Jewett

Sibi Ganeshamoorthy

Branch Address

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