Client Services Team

Ralph Desando


  • Credentials: CA
  • Telephone: 647.776.7481
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  • Title: Managing Director of Private Investments & Financial Planning

Vida Mascarenhas


  • Credentials: CFA
  • Telephone: 416.504.2709
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  • Title: Director, Compliance

Shannon Doyle


  • Credentials: CFA
  • Telephone: 519.964.2828
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  • Title: Director, Client Portfolios

Joanne Kudakiewicz


  • Telephone: 613.751.3770
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  • Title: Wealth Advisor

Richard Arbic


  • Credentials: CFP
  • Telephone: 613.698.7442
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  • Title: Investment Advisor

Abbie Au


  • Telephone: 647.776.8163
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  • Title: Client Service Specialist

Liza Pincombe


  • Telephone: 403.880.3392
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  • Title: Client Service Specialist

Jennifer Kestenberg


  • Telephone: 416.504.2558
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  • Title: Portfolio Associate

Jason Greenspan


  • Telephone: 416.504.2710
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  • Title: Portfolio Associate

Rian Malik


  • Telephone: 647.776.7482
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  • Title: Associate

Elsa Johnson-Henry


  • Credentials: CAMS
  • Telephone: 647.776.1459
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  • Title: Compliance Officer

Asif Thakor


  • Credentials: BComm, CPA-CMA
  • Telephone: 647.776.8164
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  • Title: Finance Manager
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