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27
David ONeil, a middle-aged man in a suit, white shirt, and striped tie, smiles at the camera against a plain background.
Advisor
David O’Neil
CFP®, CFA
Portfolio Manager & Senior Family Wealth Advisor
Mississauga
Office
Mississauga, ON
2342 Pyramid Crescent
Mississauga,
Ontario
L5K 1C9
Janine Guenther, a woman with short blonde hair, wearing a navy blue top and a necklace, smiles at the camera against a plain background.
Advisor
Janine Guenther
CFA, CMT, CFP®
Portfolio Manager & Senior Family Wealth Advisor
Vancouver
Office
Vancouver, BC
1055 W. Hastings St. Suite 300
Vancouver,
British Columbia
V6E 2E9
Fax: 604.684.6024
Older man with gray hair wearing a dark blazer and light-colored shirt, smiling at the camera against a plain background.
Advisor
Bill Shutt
Senior Family Wealth Advisor
Burlington-Oakville
Office
Burlington-Oakville, ON
1425 Cornwall Road, Unit C6
Oakville,
Ontario
L6J 7T5
Caroline Shutt, a woman with long blonde hair, smiles warmly while wearing a black top against a plain background.
Advisor
Caroline Shutt 
FAMILY WEALTH ADVISOR
Burlington-Oakville
Office
Burlington-Oakville, ON
1425 Cornwall Road, Unit C6
Oakville,
Ontario
L6J 7T5
Richard Mitchell, dressed in a blue checked suit, lavender dress shirt, and matching tie, looks at the camera with a neutral expression against a plain background.
Advisor
Richard Mitchell
CFA, CFP®, CAIA, CIPM
PORTFOLIO MANAGER & FAMILY WEALTH ADVISOR
Burlington-Oakville
Office
Burlington-Oakville, ON
1425 Cornwall Road, Unit C6
Oakville,
Ontario
L6J 7T5
alan-f-420x462
Advisor
Alan Fustey
CFA, CIM, FCSI PORTFOLIO MANAGER
Chief Compliance Officer and Portfolio Manager
Winnipeg
Office
Winnipeg, MB
220 Portage Avenue Suite 1204
Winnipeg,
Manitoba
R3C 0A5
Fax: 204.989.6209
Smiling man with short light hair, glasses, and a blue checked suit jacket over a light blue shirt, facing the camera against a plain background.
Advisor
David Owen  
ASSOCIATE PORTFOLIO MANAGER & SENIOR FAMILY WEALTH ADVISOR
Brantford
Office
Brantford, ON
156 Brant Avenue Brantford
Brantford,
Ontario
N3T 3H7
dale-h-420x462
Advisor
Dale Hall
CFP®, CIM®
FAMILY WEALTH ADVISOR
Brantford
Office
Brantford, ON
156 Brant Avenue Brantford
Brantford,
Ontario
N3T 3H7
jeremy-v-420x462
Advisor
Jeremy Voss
CIM®
FAMILY WEALTH ADVISOR
Brantford
Office
Brantford, ON
156 Brant Avenue Brantford
Brantford,
Ontario
N3T 3H7
Alan Cameron, a middle-aged man with short hair and a beard, wears a dark suit jacket over a white dress shirt as he faces the camera, smiling slightly.
Advisor
Alan Cameron 
SENIOR FAMILY WEALTH ADVISOR
North York | Alan Cameron
Office
North York, ON
170 The Donway West Suite 205
North York,
Ontario
M3C 2G3
Fax: 416.496.9866