Contact us

We are committed to exceptional client service.

Our team of professionals is available by phone or email, and each of us looks forward to meeting you in person.

Our address

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

+1 800.265.3161
705.725.0355

Contacts
NamePositionPhone
Don MonteithSenior Wealth Advisor705.725.4723
Graydon OldfieldSenior Wealth Advisor705.725.4725
Marg SergiAssociate705.725.4720
Joel KitchenSenior Associate705.725.4733
Wanda LemayAssistant Branch Administrator705.725.4729