Our Team

People deserve financial independence and freedom and that’s what drives Maria. At the age of 24 Maria moved from Colombia to Canada and her main challenge was not the weather or learning a new language but it was financial security. She realized that many people, even highly successful business professionals and entrepreneurs need an understanding ally to help them achieve their financial goals.

Maria came to Canada as a Business graduate and was very fortunate to find work at a financial advisory office – starting out as a member of Jay’s team to becoming his partner. She soon saw the need for responsible financial advice and the impact it can have on people’s lives. She discovered her passion for finance and helping others achieve financial security and freedom.

Nicole has been a valued member of our team for 4 years and has recently been promoted to Senior Operations Manager. She plays a pivotal role in harmonizing client communications and operational efficiency while overseeing the team’s daily tasks both on the investment and insurance sides of the business. Her multifaceted expertise helps to ensures that our firm not only meets but exceeds client expectations and that the behind-the scenes day-to-day operations run seamlessly.

Whether it’s assisting with complex financial inquiries or facilitating smooth insurance transactions, she is committed to making the client experience as straightforward and enjoyable as possible. Her priority is to be the dependable partner clients can turn to for any type of support and she is equipped to anticipate these client needs with precision and the utmost care.

Nicole is licenced in mutual funds and is very eager to learn more and broaden her knowledge base. She is currently studying to expand her professional toolbelt and is looking forward to growing her skill sets in the years to come.

We’re thrilled to welcome Norma as our Operations Coordinator. Licensed in mutual funds and currently expanding her knowledge through further studies, she’s quickly becoming a pro in the world of financial advisory. Her enthusiasm, eagerness to learn, and dedication have made her an invaluable member of the team. Whether you’re looking for help with service questions, scheduling, or admin requests, she’s got your back. With her growing expertise and commitment to providing top-tier support, you can count on her to tackle anything with efficiency and precision.

Aislyn is one of the newer members of our team. As an Administrative Coordinator who is just starting out in the industry, Aislyn is eager to contribute to the team’s success by leveraging her strong communication skills and dedication to client satisfaction. Her role focuses on supporting daily operations, enhancing client interactions, and embracing continuous learning to foster both personal and professional growth in the investment and the insurance side of the business.

Aislyn is currently studying for her mutual funds license. She has been extremely quick to learn and catch on to new processes and is already become very familiar with many of our clients.

Sebastian joined the team in early 2025, bringing with him a solid foundation in corporate finance and data-driven analysis. Before transitioning into wealth management, he spent four years in progressively senior roles as a Financial Analyst, where he developed a strong understanding of financial systems, reporting, and strategic planning.

In his current role, Sebastian supports the team by coordinating client communications, preparing reporting packages, and helping ensure that day-to-day processes run smoothly on both the investment and insurance sides of the business.

While new to the wealth advisory space, Sebastian is eager to grow in the industry and brings a detail-oriented, client-first mindset to every task. He’s focused on making each client interaction feel thoughtful, clear, and well-supported.