We know choosing an advisor isn’t easy. We can make it easy.


We invite you to meet our team.

To schedule a consultation or learn more about our team, please fill out the following form, email or call us. We look forward to hearing from you soon.

Omar Shaikh, CFA®, CFP® | 416.777.7029 | Email Omar

Don Tsung, CIM® | 416.777.7066 | Email Don

Maham Tariq  | 416.777.7050 | Email Maham

40 King Street W
Suite 5300, Scotia Plaza
Toronto, ON M5H 3Y2
General Inquiries:  416.777.7050
Office: 416.777.7000
F: 416.777.7020


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An investor without investment objectives is like a traveler without a destination.
Ralph Seger