Elliott brings over 10 years of experience in financial planning and wealth management to the team. As a CERTIFIED FINANCIAL PLANNER™ (CFP®), he specializes in helping clients build comprehensive strategies for retirement, tax planning, and investment management. Elliott is committed to creating tailored financial solutions that align with each client’s unique goals, ensuring their financial future is secure and successful.

Benjamin has a passion for identifying growth opportunities and managing risk within investment portfolios. With years of experience in the financial markets, he brings deep expertise in asset allocation, market analysis, and portfolio construction. Benjamin works closely with clients to ensure their investments are optimized for both long-term growth and short-term stability, guiding them through market fluctuations with confidence.

Yussef, a Certified Investment Management Analyst® (CIMA®), focuses on the development and implementation of investment strategies that minimize risk while maximizing returns. He evaluates and adjusts client portfolios to protect against potential downturns and optimize performance. Yussef’s strategic thinking and proactive approach allow clients to stay on track to achieve their financial goals, even in uncertain market conditions.

Colin is responsible for analyzing market trends, evaluating investment opportunities, and providing detailed research to help inform our team’s investment strategies. As a Chartered Financial Analyst (CFA), Colin brings a rigorous, data-driven approach to financial analysis. His commitment to high standards in investment research ensures clients have a well-informed and strategically designed portfolio.