Our Team

Alan and Gary are committed to helping their clients understand the investment opportunities that are available today. Their belief is that each client requires personal attention for their unique needs. A customized financial plan is created for you to ensure that your future financial goals are met. Their experience allows them to create portfolios that are flexible to meet your short-term needs but disciplined to maximize long-term returns.

Their team comprises of one full-time Investment Services Associate, Sharon Dammann, and one full-time Marketing Assistant, Baijul Shukla. In addition to these members they also work closely with Hank Cunningham, Sr. Vice-President, Blackmont Capital and author of In Your Best Interest: The Ultimate Guide to the Canadian Bond Market and Peter Fortune, Estate Planning Specialist.

Having a knowledgeable and capable team allows them to spend more time with their clients. The team is dedicated to providing you with excellent service.