Reliable and ready to provide high level client care.Committed. Savvy. Ernest. Ricardo brings over 15 years of experience in the financial services industry and strives to achieve the apex of client satisfaction while upholding his moral ethos. Ricardo’ calm demeanour makes him easy to talk to and understanding of his clients’ various needs and goes a step further to utilize his expertise to help them...

A go-getter with a spirit of excellence and a strong ethical compass.Diligent. Proficient. Thorough. Susan comes with over a decade of HR professional experience, which allows her to confidently advocate for our clients.  Genuinely passionate about people, Susan connects with our clients on a personal level, listens to their needs and strives to exceed their expectations every single time.   Susan is...