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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

Brossard Team

Michel Savard
Wealth Advisor
Tanuja Neenooth
Client Services Associate

Pointe-Claire Team

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

Calgary Team

Greg Stachiw
B.A. Commerce
Wealth Advisor
Samia Preston
CIM®, CFP®, FCSI®
Wealth Advisor & Portfolio Manager
Philip Blake
CIM®, FCSI®
Senior Wealth Advisor & Senior Portfolio Manager
Robert Rothenberg
CFA®, CIWM, FCSI®
Senior Wealth Advisor & Senior Portfolio Manager
Jesse Trofin
Wealth Associate

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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