About Us

As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.

Anthony Marchao

Anthony Marchao


Christopher Anders

Christopher Anders


Financial Advisor, Newmarket Ontario ON, Jose Pinguelo

Jose Pinguelo


Financial Planner, Newmarket Ontario ON, Joan McIvor

Joan McIvor (Retired)


Richard Evans

Richard Evans (Retired)


The Admin Team

Nadira Baksh

Investment & Administrative Support

Nadira is usually the first voice you hear when you connect with us in Brampton. She works tirelessly communicating with clients and providing the highest level of service in various capacities of our operation.

She has been working in the financial services industry for over 20 years and has a tremendous amount of experience and industry knowledge.

Kim Leitch

Administrative Support

Kim Leitch's smile will be your first point of contact when you visit our Newmarket office.

Kim's main focus is to ensure that all administrative tasks associated with our clients are completed promptly and efficiently, with great attention to detail.

Kim graduated with an Honours Diploma in Legal Administration from Humber College in 1976 and worked in the legal field for four years. Kim spent the next 10 years working in the computer division of a large copier/computer corporation achieving levels of Master Computer Support Specialist and Sales Trainer.

Prior to joining us, Kim worked part time as an administrative assistant, specializing in computer database management and network administration. Kim comes to us with an impressive range of computer skills and is highly organized and efficient. She is committed to providing a superior level of service and support to our clients.

Leslie Toste-Marchao

Operations Manager