Contact us

How to get in touch with our team

We are proud to be located in Barrie, Ontario and offer world-class service to clients across the province. Many of our clients are from Simcoe County, while others call Toronto, Collingwood or Muskoka home. To learn more about our services, or to arrange a complimentary consultation with our wealth management team, please contact us at your convenience.

inline-mapMailing address

44 Collier Street, 2nd Floor
Barrie, Ontario
L4M 1G6, Canada

Name Position Phone
Don Monteith Senior Wealth Advisor 705.725.4723
Graydon Oldfield Senior Wealth Advisor 705.725.4725