Full Service Brokerage

Our Investment Advisors have the expertise, knowledge and training to guide you through the investment choices that will help you meet your financial goals and plans.

If you prefer to invest in stocks and bonds or are seeking the advice from an expert, talk to one of our Investment Advisors. They will regularly advise you on a broad range of solutions, including investments, retirement income options, and estate and tax planning.

Meet the Investment Advisors

Adrian Montoya, BCom


Serving the Orleans, St. Laurent, Westboro and Tunney’s Pasture communities

Iliya Markovinovic, CFP®

Serving the Bay St and Lakeshore communities

Clinton Black, CIM, FMA, FCSI


Serving the Bells Corners, Billings Bridge and Merivale communities

Peter J. Tessari, CIM, FCSI


Serving the Bolton, Brampton, Streetsville and Lakeshore communities

Frank Sgro, BBA, CFP®, CIWM, FCSI


Serving the Danforth, Peterborough Community Savings, Scarborough
and York 

Robert Kazan, CFP®

613.560.0147 ext. 6301

Serving the Place de Ville, Centertown and South Keys communities

Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Financial planning services are available only from Qtrade Advisor Investment Advisors who hold financial planning accreditation from applicable regulatory authorities.