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Our Team

Montreal Team

Antonella Perrotta
CPHR
Senior Office Manager
Brian Boulais
CFA
Wealth Advisor & Portfolio Manager
Maria Ioannou
Director of Corporate Services
Maurice Pallone
BComm, Pl.Fin., CIM®
Senior Wealth Advisor & Portfolio Manager
Silvana Rizzo
CIM
Senior Wealth Advisor & Senior Portfolio Manager
Edda Taliano
Senior Wealth Associate
Massimo Agostino
Wealth Associate
Jingli (Christine) Yu
Wealth Associate

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