About Us
Meet Our Team
![](mediahandler/media/467059/1000x1499 Jeff Woei_188x263.jpg)
Jeffrey Woei, AIF, CRPS, C(k)P
Managing Director - InvestmentsInstitutional Plan Fiduciary Consultant
![](mediahandler/media/467716/800x1199Nadia Singh-4_188x263.jpg)
Nadia Singh, MBA, QPFC
Senior Registered Client AssociateWhy Invest With Us
![Why Invest With Us](mediahandler/dynamicmedia/89248/Free_Section_Hands_589x303_(377x197).jpg?width=378&height=198)
Your financial needs and goals are uniquely your own. When investing or working with us, you’ll benefit from a flexible, customizable planning approach and the support of a company dedicated to helping investors thrive and succeed.