Our Team

Our team comprises experienced financial and investment management professionals who offer tailored wealth management solutions for clients.

Investment Management Committee

Denis J Bisson, MBA, CFP, CIM, TEP

Independent Portfolio Manager

Jay Bhutani

President & COO

Sean Wilson, B.Mgt, CIM, CFP

Independent Portfolio Manager

Peter Kinkaide, CFA

CEO & Chief Investment Officer

Calum Magico, CFA

Portfolio Associate

Client Services

Victoria Kouzmichova

Vice President of Compliance, Chief Anti Money Laundering Officer

Ashley Brady

Investment Administrator

Colleen Springler

Vice President of Finance & Operations

Edita Sehic

Senior Investment Administrator

What We Believe

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