
Gregory D. Velho, CMFC, CRPC, CRPS
Managing Director - InvestmentsSenior Financial Advisor

Rasha Mesharafa
Senior Registered Client Associate
Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement-or estate planning strategy choices later in life, we’re ready and equipped to help you make decisions for your future.



