3831 Portage Road, Niagara Falls, ON L2J 2L1View on Map »   CALL (905) 374-7477

About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.


Alan Filer

Alan Filer

B.Sc.Comm., R.F.P.
Registered Financial Planner

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Mike Eskedjian

Mike Eskedjian

Representative

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Richard Crabbe

Richard Crabbe

Representative

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Gary Petris

Gary Petris

BBA
Associate to Alan Filer

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Aaron Filer

Aaron Filer

CFP

Certified Financial Planner

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Dealer
Mutual Funds Provided Through FundEX Investments Inc.





Office Support Personnel


Bernadette Filer

Bernadette Filer

Office Manager
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Rose Olivo

Rose Olivo

Administrative Assistant
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Kim McAlpine

Kim McAlpine

Administrative Assistant
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