Ken has been a financial advisor since joining his father, Alan Curren, in partnership in 1990. Over the years Ken built up his client base and attained the status of Certified Financial Planner in 1995. Ken has a diverse range of clients including business owners, professionals, executives, retirees and people at all stages in their careers. He specializes in investment and retirement planning, group RRSP's, as well as estate planning and life insurance. Ken graduated with a B.A. from the University of Toronto in 1984 and an M.B.A. from McGill University in 1989.

Alan has been actively involved in the financial services industry for the past fifty years. After completing a commerce degree at Dalhouse University , he moved to Ontario. Since securing his Chartered Life Underwriter designation he has enjoyed working in retirement planning, estate planning – indeed in most areas of financial planning.
 

Having entered the financial services industry in 1993 and having experience in various advisory capacities, Mike Dillen is responsible for providing his clients with consistent, comprehensive investment, tax and estate planning advice, to assist them in achieving their goals.  Mike is a Chartered Account, and also holds a Bachelor of Arts in Economics degree and an Honours Bachelor of Commerce degree.  He is also licensed to sell insurance products, and offers estate-planning strategies to his clients.

Steve has been an investment and planning advisor since 1989 and received his Chartered Financial Planner designation in 1992. He also received his Certified Financial Planner designation in 1996.

Steve specializes in managing high net worth portfolios with a focus on absolute returns and preservation of capital. He assists professionals and business owners to structure their affairs more tax effectively. Steve will often work with the client's other professional relationships, such as accountants and lawyers, to provide solutions to enhance and preserve client's wealth through estate planning.
 

Marc believes in a written, disciplined and planned approach to wealth management. His comprehensive approach integrates investment strategies and insurance with your financial, life and estate objectives. His expertise lies in helping you set specific financial goals which are designed to focus on the attainment and preservation of your wealth. He prides himself on building long-term relationships for the sole purpose of attaining those financial goals.

“Wealth management is a process, which helps our clients use the tools of investment and insurance to accomplish their financial independence, retirement, estate and tax planning goals.”
 

Wendy's focus is to develop a financial strategy that is geared specifically to meet her clients' objectives, taking into account risk tolerance, income, tax strategies, insurance needs and family situations. She prefers to provide relationship-based advice that comes through a solid understanding of her clients' needs and aspirations and combines that with regular investment and financial plan reviews. She considers continuing education a vital component in providing realistic, effective and innovative financial solutions. Wendy's clients can expect to be dealt with honestly and with integrity.
 

Willy is committed to working with clients to provide a detailed long-term financial plan that meets clients' goals and objectives. An in depth evaluation of current financial needs, insurance, tax and future estate issues will result in a written, disciplined investment strategy. Willy takes her responsibility seriously, appreciates her clients' confidence and works hard to provide clients with the service that they expect.