The People Behind
the Guidance

We bring clarity, discipline, and genuine care to every decision, so you can move forward with confidence.

Meet The Team

Sean Stansfield

Senior Wealth Advisor, Principal

June Lee

Associate Wealth Advisor, CFP®

Christina Soong-Wong

Administrative Associate

Tara Stansfield

Marketing & Communications Associate

Shane Kirby

Wealth Planner

Dilmini Bonas

BSc. (Hons), LL.B, LL.M (Tax), TEP, MFA-PTM

Regional Vice-President, Wealth Planning

Eric Sochasky

CPA, CA, TEP

Regional Vice-President, Wealth Planning

Manny Kelaidis

CFA

Investment Counsellor CI Assante Private Client