Henry Rogers

A thoughtful, service-oriented advisor, Henry focuses on building and preserving wealth for his clients. Through a continuous discovery process, Henry applies his knowledge to each client’s unique circumstances to meet their evolving needs. Henry also provides a review of clients' insurance needs so they can rest assured that they have planned for unforeseen circumstances.

With patience, conviction and a focus on building wealth for the future, Henry helps clients to systematically accumulate a portfolio of assets that will provide financial security. Henry offers a range of portfolio management services to meet client needs, from personal investment accounts to a fully managed discretionary offering, he will find the solution that is suitable for you. He is also insurance and options licensed as an added value to clients.

Kim Tune

Kim is a registered representative with the firm and is passionate about building client relationships. Her role is to ensure the highest level of service to clients throughout the wealth management process. Clients can connect with Kim for any onboarding assistance, account updates, trading and/or tax & estate related questions.

Kim graduated from Seneca College with a diploma in Business Management which led her to the wealth management industry. With 10 years of experience, she is now working towards completing her Chartered Investment Manager (CIM) designation and is licensed to trade equities and options.

Designations:

•  Canadian Securities License
• Wealth Management Essentials (WME)
• Options License

In her spare time, Kim is an avid reality TV fan who also enjoys playing golf, tennis and getting outdoors with her son Chase and husband Tim.