Jeffrey Brumer
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 514.989.4835

With university degrees in Commerce and Accounting and after a successful career in the garment trade, Jeffrey joined the financial services industry in 1997.

Good listening skills, great empathy, professionalism and attention to detail are qualities that his clients appreciate.

Dedicating a bulk of his time to develop and solidify new and existing client relationships, Jeffrey is regularly searching to identify innovative ways to reinforce the value added and positive qualities of the team. A crucial element in the portfolio management process is the evaluation of the markets, both at macro and micro levels. Jeffrey is continuously evaluating portfolio holdings while contributing to the team’s process towards investment decisions.

In his leisure time, Jeffrey also participates in fundraising for a charity, loves cooking, travelling with his wife Marsha, spending quality time with his children and grandchildren, reading, and exercising.

Sophia Tsontakis
Associate
Tel: 514.989.4804
LinkedIn

Sophia joined the financial services industry in 2009. She has dedicated herself to delivering exceptional client service. Sophia is meticulous and very detail-oriented in the execution of her tasks. No client request is unimportant for her attention. Sophia is always willing to roll up her sleeves and do whatever is necessary to help the team accomplish its goals. In her spare time, she enjoys cooking, reading and spending quality time with her family.