Our Team

Mario assists clients with Estate and Tax planning with an emphasis on Wealth Preservation, Investment Management and Tax Minimization. He provides advice on Investment Portfolios, Retirement and Pens...

Sue is responsible for customer experience, advisor support and scheduling client appointments. Her decade long experience in the financial services industry supports our team's operations. Her role d...

Georgina is responsible for Business Operations and Marketing. Her experience in Underwriting for the Property and Casualty industry and as a Manager of Operations with other industries has benefited ...