Get in Touch With Our Team

Our goal is to provide you with an unparalleled level of service. Finding the solution to your financial needs is our foremost focus. Below you will find the contact information of our skilled Team of Wealth Advisor's and Associates.

We hope you have found all the information you require and thank you for visiting our website…

Stephen Frederick

Director

Phone: 905-444-4521

Fax: 905-444-4530

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Ian Young

Associate Director

Phone: 905-444-4520

Fax: 905-444-4530

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George Rautins

Investment Associate

Phone: 905-444-4522

Fax: 905-444-4530

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Debra Sheppard

Administrative Associate

Phone: 905-444-4523

Fax: 905-444-4530

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Jay Cannings

Administrative Associate

Phone: 905-444-4524

Fax: 905-444-4530

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A compromise is the art of dividing a cake in such a way that everyone believes he has the biggest piece.

Ludwig Erhard
 

Mailing Address

304 Brock Street South
Whitby, Ontario, L1N 4K4

Team: 905-444-4535
Fax: 905-444-4530
Toll Free: 1-877-647-0420

Directions

Please use Google Maps to find directions to our office. There is Free Customer Parking in our office parking lot.

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