Our Team

Mark graduated from Bishop’s University with a Bachelor of Business Administration (concentration in finance). A holder of the highly regarded Chartered Investment Manager (CIM®) designation from the Canadian Securities Institute, he is qualified to recommend and implement advanced investment strategies, evaluate complex portfolio performance, and serve the needs of sophisticated clients.

With over a decade of experience in the financial services industry, Mark helps clients determine how they can best meet their goals through dynamic financial planning and wealth management.  

Brett holds a life insurance licence and is registered in the Province of Ontario. He has completed the Wealth Management Essentials Course, Canadian Securities Course, and is currently working towards the Certified Financial Planner (CFP®) designation.  

Brett brings an extensive background in investment research and integrated planning solutions to our clients’ wealth planning strategies. He also heads the firm’s operations, including trade executions and client reporting. He ensures the utmost transparency for all transactions and the accuracy of all information delivered to our clients. 

Our team approach encompasses all aspects and stages of our clients lives so they can enjoy the benefits of their hard earned wealth.

- Brett Stott