Your Crew

  • Michael Nichols, B.B.A., CMA, CPA, EPC, CFP, CLU, CIM®

    President

    Direct Phone: 905-555-2525

  • Tom Spinks, CEA ®, CIM®

    Portfolio Manager

  • Jennifer Leisemer

    Operations Manager

  • Karen Swift

    Administrative Assistant

  • Kaitlyn Dunlop

    Administrative Assistant

Community Involvement

Giving back means giving of ourselves.

The idea of putting others first comes naturally to us, from our clients to our neighbours – it’s the right thing to do. You’ll find us giving back in countless ways, rolling up our sleeves and pitching in to support the organizations that help this community thrive. We invite you to learn more about the educational, civic, social and philanthropic endeavors we support with our time, energy and expertise. If you’d like to be involved, please feel free to contact us to learn more about upcoming events.