Our team
Our team consists of professional and experienced financial advisors who are dedicated to providing quality services to our clients. We strive to create long-term relationships based on trust, integrity and mutual respect. Our team is committed to helping you make sound financial decisions that fit your personal needs.
Olivia Don
Financial Analyst
The Financial Analyst is responsible for providing financial analysis, reporting and forecasting to the team. Responsibilities include managing budgeting and financial planning, developing projections and cost models, performing financial trend analysis and creating strategic plans. The analyst must have a strong understanding of accounting principles, economics and industry trends. They must also be able to effectively communicate complex ideas in a clear manner using both written reports and presentations.
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John Poll
Investment Banker
Investment Banker is responsible for providing financial advice to businesses and individuals in order to help them make informed decisions on capital investments. The Investment Banker will analyze financial data, assess markets/industries, and develop investment strategies that meet the needs of their clients. This position requires problem-solving abilities, excellent communication skills and business acumen to identify potential opportunities or risks associated with strategic investment decisions.
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Our clients
