Contact Us

Our goal is to provide you with an unparalleled level of service. Finding the solution to your financial needs is our foremost focus. Below you will find the contact information for our team. We take great pride in providing expedient replies to all inquiries. We strive to ensure our clients are receiving the highest level of customer service available; it is our commitment to you. Please allow one business day for our group to respond to your questions or comments.

Mailing Address

80 King Street, Suite 705
St. Catharines, Ontario L2R 7G1




Get directions to our St. Catharines office located on King Street.





Parking is readily available. Please call if you require more information.

We look forward to seeing you!

1 King Street West, Suite 1402
Hamilton, Ontario L8P 1A4


Get directions to our Hamilton office located on King Street.



Name Position Phone
Joseph Viola Director, Senior Wealth Advisor, Wealth Management 905-641-7715
Grierson Salter Director, Senior Wealth Advisor, Wealth Management 905-641-7724
John Julien Wealth Advisor 289-241-6594
Kathy Henderson Senior Associate 905-641-7701
Roana Wu Senior Associate 905-641-7719
Kerri Latchman Certified Financial Planner 289-981-2119
Kathy Harten Senior Associate 905-641-7704

Contact Us

P: 800-265-7416
F: 905-688-9722
M: Send Us a Message

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