Our Wealth Advisors have the experience and knowledge of investments and products to give you the advice you need to build your financial portfolio and personal wealth.
Senior Investment Advisor, Qtrade Advisor
Peter believes in creating a positive, trusting relationship to develop the right plan to meet your financial objectives. Taking the time to understand your goals and all that influences your financial decisions, Peter delivers personalized, pragmatic, and proven financial guidance so you can do more with your money.
Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).
Language | English
Investment Advisor, Qtrade Advisor
An accomplished wealth consultant with over 25 years experience, Greg delivers customized recommendations based on his deep review of your needs and long-term financial goals. Greg also specializes in retirement and succession and estate planning for small business owners and professionals.
Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).
Language | English
Wealth Advisor, Investment Advisor, Qtrade Advisor
Hassan brings a wide range of experience to his role as a DUCA Wealth Advisor, having worked for three other major financial institutions. Hassan is a PFP designation holder and a CFA Level 3 Candidate whose passion is to help Members meet their retirement and investment dreams.
Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).
Language | English
Investment Advisor, Qtrade Advisor
Peter has over 20 years of experience and a proven track record developing and executing wealth management strategies for families and individuals. Working closely with you to understand your circumstances, Peter recommends specific solutions to support your immediate and long-term financial priorities and goals.
Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).
Language | English
Investment Advisor, Qtrade Advisor
Russell takes great pride in ensuring his clients’ hard-earned capital is well looked after. His goal is to understand what matters most to the Members he serves before designing and implementing a customized investment strategy to achieve the right balance between growth and capital protection.
Learn more about your advisor through the Investment Industry Regulatory Organization of Canada (IIROC).
Language | English
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 Advisors who hold financial planning accreditation from applicable regulatory authorities.
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