Whether it’s saving to buy a home, traveling or simply feeling confident that you’ll be able to live the retirement you’ve worked hard for, having a sound investment strategy is key to achieving your financial goals. Using our exclusive Confident Retirement® approach, we work one-on-one with our clients to understand what’s most important to them. With an understanding of their risk tolerance and personal preferences, we can offer personalized advice that helps them balance important retirement income needs against the needs of today.


Richard Bologna

Richard Bologna

Financial Advisor

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Clarissa Ramos

Registered Practice Associate

Ritu Khanna

Client Service Associate

Shiva Fakurnejad

Shiva Fakurnejad

Client Service Coordinator