As professional financial advisors, we continually strive to see every client realize all of their financial dreams. Whether your goal is to save for a new home or your retirement, protecting loved ones from financial losses or managing your portfolio wisely, we have the experience and resources to meet your needs.
The Admin Team
Nadira Baksh
Nadira is usually the first voice you hear when you connect with us in Brampton. She works tirelessly communicating with clients and providing the highest level of service in various capacities of our operation.
She has been working in the financial services industry for over 20 years and has a tremendous amount of experience and industry knowledge.
Marlene Rocha
After graduating with a Business Administration degree in 1998, Marlene began her career as an Executive Assistant in the Financial Industry.
As an accomplished Executive Assistant, she brings with her over 25 years of experience supporting high level Financial Advisors. She has a particular interest in streamlining processes to simplify workflows and increase operational efficiency and excellence.
She is a travel and sports enthusiast and outside of the office you will find Marlene at the gym where she weight trains and participates in zumba, bootcamp and yoga classes daily.
