Our team

Our Mission

We strive to build you a customized investment portfolio in line with your investor profile. We’ll guide you every step of the way, from analyzing your needs to mapping out your investment strategy.

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  Marcello Varano B.A., CIM^®

  Wealth Manager

  Marcello Varano holds a bachelor’s degree in political science from Concordia University and the Chartered Investment Manager (CIM^®) designation from the Canadian Securities Institute. He offers expert investment advice to individuals, families, entrepreneurs and business owners. With over 15 years of experience in the financial sector, Mr. Varano has acquired a wide range of expertise, from investment management to wealth management.