Our Team
Providing Financial Comfort to Individuals and Families.
Paul Rowan
Senior Partner
Jill Minnaar
Client Relations Associate
Stephen Ackerman
Financial Planner
Shania Kiafar
Executive Assistant to Paul Rowan
Jeanette Dunne
Administrative Associate
Tracy Rowan
Operations Manager
Denise Vitellaro Turner
Insurance Specialist
Mason Eggers
Associate Wealth Manager
Reach out using the information below, or send us a message using the contact form.
Address: 1320 Cornwall Road, Suite 204, Oakville, Ontario, L6J 7W5
Office Hours: Monday – Friday • 9:00am – 5:00pm or by appointment
Phone: 905-849-1099
Toll-Free: 877-649-1099