Eliane is a trusted advisor to a select group of individuals who enjoy her expert unbiased advice and service.  She is convinced that beginning with the financial planning process, using a goals-based approach, and ending with the investment solutions, is best for her clients. Tax, retirement, and estate planning are the cornerstones in her planning process, one that she has been applying for many years. She will rely on her in-house team of estate lawyers, accountants and insurance professionals when needed. 

Eliane is committed to providing you with a thoughtful and robust multi-asset portfolio strategy that is the standard amongst retail and institutional investors today – she brings this approach to her clients. Her primary focus is the construction of well-diversified portfolios that are designed to enhance performance and provide downside protection in all market environments.

Eliane holds a Bachelor Degree in Commerce and Administration with a concentration in Finance from Concordia University. In addition to her degree, she has the Certified Financial Planner (CFP) from FP Canada, the Chartered Investment Manager (CIM) designations from the Canadian Securities Institute, and, the Pl. fin. from the Institut de planification financière du Québec. Eliane is seasoned and experienced on topics of importance to high-net-worth families.

Sasha is a recent graduate of Trent University, obtaining an Honours BBA with a specialization in Finance and Marketing. She has successfully completed the Canadian Securities Course (CSC) and the Conduct and Practices Handbook Course (CPH). Sasha is excited to continue her education and licensing in this field to expand her abilities to contribute and service our clients.

Her main responsibilities are maintaining strong client relationships, from opening accounts, handling documentation, as well as completing service and administrative requests, she works alongside clients while supporting the team with their daily tasks and requirements.

When Sasha is not working, she loves spending time with family and friends. Whether it is outside enjoying the sunshine, playing ringette on an ice rink, or talking over the dinner table, Sasha is often around those she cares for most. She is looking forward to travelling more and experiencing as many cultures as possible in this ever changing world of ours.