Our Team

Jason Borrelli is a full-service Investment Advisor with 10 years experience in the financial industry. His Courses and license, including The Canadian Securities Course, CSI’s Canadian Insurance Cour...

Frank is registered as an Investment Advisor with the Investment Industry Regulatory Organization of Canada (IIROC) and is licensed in Ontario for both Securities and Life Insurance solutions. He also...

Brook Joyce joins our team as an Administrative Assistant focusing on the IIROC operations in our branch. Having worked much of her career in finance, Brook understands the importance of strong admini...