Timothy Mardas
Managing Director - Investments

Tel: 614.265.8232
Email Tim 

Casey Stevenson
Financial Consultant

Tel: 614.265.8242
Email Casey
Brenda Cowan
Senior Registered Client Associate

Tel: 614.265.8231
Email Brenda

Refer a Friend

If someone is important to you, then they are important to us.

We recognize the importance of having a trusted guide who can provide sound financial advice even in the most complex circumstances. If you have a friend or family member who has questions or needs assistance we are happy to meet with them to answer their questions and determine if there is a mutual fit for an ongoing advisory relationship.