Our team
Andrew de Courcy-Ireland, CIM, FCSI
Portfolio Manager
Andrew has over 40 years of experience in the investment industry. He began advising clients in 1985 with the investment firm McLeod Young Weir Ltd (purchased by The Bank of Nova Scotia in 1987).
Andrew’s strong financial academic and educational background includes a BA in Commerce and Economics from the University of Toronto and industry designations Certified Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI).
Marc Doré, CIM®
Portfolio Manager
Marc began his career in 1985 with the global investment firm Prudential-Bache Securities.
Marc strives to provide the guidance and expertise clients need to develop a protected and growing investment portfolio.
Mission
Our mission is to maximize your wealth and to enhance your investment experience by providing the highest level of service and attention to detail.
We build lifetime relationships with our clients and deliver superior service.
Vision
We know that your financial status today and in the future affects every aspect of your life, and our commitment to you is to be there – every step of the way.
Your needs are paramount, and will be reflected in our personalized service.
Values
- We are trustworthy, dependable, and diligent
- We take the time to understand our clients’ needs
- We are always warm, helpful, and easy to work with