Richard and I have been Co-Managers of the Etobicoke Branch since 2003. We share the supervisory and regulatory duties of the day to day Branch Management of our office. We also have very similar investment philosophies which we bring to our individual client practices. Because of this, we continually coach and mentor each other within our client practices.
Since we share the same team members, Richard and I also enjoy putting on client events and seminars together.
Barbara Smith is an Administrative Associate. She has over 20 years of experience working in the financial industry. Barbara is responsible for processing all account trades and dealing with all client administrative issues.