Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Advisor photo for Robert Butterworth

Robert Butterworth

Financial Advisor

Managing Director
Learn more about Robert Butterworth Visit Robert Butterworth's website
Advisor photo for Anthony Smith

Anthony Smith

Financial Advisor

Managing Director
Learn more about Anthony Smith Visit Anthony Smith's website


Our team

Alex Dempsey

Alex Dempsey

Registered Client Service Associate

Kaminee Sengar

Kaminee Sengar

Client Service Associate