Contact Us

Contact Us

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When you call us for advice, you will always speak to a qualified financial advisor, not a recording.  Most of our staff has spent a big part of their careers with us.  As a result, you’ll often see the same smiling faces when you visit and hear the same friendly voices each time you call. The strong solidarity in the office allows us to address issues and inquiries promptly, efficiently and personally.


Located just North of the “Linc” on the West side with parking out front of the building. There is a parking meter though, so bring a Loonie for an hour and we’ll reimburse you when you arrive at our office on the second floor.

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(905) 529 -1210
Toll free: 1-800-661-3079
(905) 529 -2812

P. Daniel Lynch

Bertha (Bert) Ravn, CFP
Account Executive/Support Associate

Leo Jolicoeur, B. Comm. (Hons)
Wealth Advisor

Andree Ansaldo
Licensed Assistant/Support Associate

Saadia Ali
Administration Assistant

General Inquiries