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Our Team

Executive Team

Robert Rothenberg
CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager
Maria Ioannou
President & Chief Financial Officer
Maurice Pallone
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
Raj Pandher
CIM®, FCSI®
Chief Operating Officer
Christopher Mack
CIM®, FCSI®
Chief Compliance Officer

Montreal Team

Brian Boulais
CFA
Wealth Management Advisor, Portfolio Manager
Maurice Pallone
BComm, Pl.Fin., CIM®
Vice-President, Wealth Management Advisor, Portfolio Manager
Silvana Rizzo
CIM
Senior Wealth Management Advisor, Portfolio Manager
Edda Taliano
Senior Wealth Management Associate
Massimo Agostino
Wealth Management Associate
Jingli (Christine) Yu
Wealth Management Associate
Chaoran Deng
Analyst

Brossard Team

Michel Savard
Wealth Management Advisor
Tanuja Neenooth
Client Services Representative

Pointe-Claire Team

Martin Vandal
BComm Finance
Wealth Management Advisor & Associate Portfolio Manager
Michael Pallone
B.A. Econ
Wealth Management Advisor
Claire Churchill-Smith
BComm Finance
Wealth Management Advisor
Alex Haropoulos
Wealth Management Associate

Calgary Team

Samia Preston
CIM®, CFP®, FCSI®
Wealth Management Advisor, Portfolio Manager
Greg Stachiw
B.A. Commerce
Wealth Management Advisor
Philip Blake
CIM®, FCSI®
Wealth Management Advisor, Portfolio Manager, Branch Manager – Calgary
Raj Pandher
CIM®, FCSI®
Chief Operating Officer
Jesse Trofin
Wealth Management Associate
Robert Rothenberg
CFA®, CIWM, FCSI®
Chief Executive Officer, Wealth Management Advisor, Portfolio Manager

Operations & Administration

Antonella Perrotta
CPHR
Senior Human Resources Manager

Contact Us

Let us know how we can assist you.

Our Offices

Westmount Head Office
Montreal – West Island
Montreal – South Shore
Calgary

Westmount Head Office

Address
4420 St. Catherine Street W
Westmount, Quebec H3Z 1R2 Canada
Telephone
514-934-0586
Telephone
1-800-811-0527
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Montreal – West Island

Address
6500 Trans Canada, Suite #140
Pointe-Claire, Quebec H9R 0A5 Canada
Telephone
514-697-0035
Telephone
1-800-811-0527
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Montreal – South Shore

Address
4605 Boulevard Lapinière, Block B (Floor 3)
Brossard, Quebec J4Z 3T5
Telephone
450-321-0001
Telephone
1-800-811-0527
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Calgary

Address
1333 8th Street SW, Suite 302
Calgary, Alberta T2R 1M6 Canada
Telephone
403-228-2378
Telephone
1-800-456-0949
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