Our Team

Adriana Keffer has been serving the Niagara Region and beyond as a Financial Advisor for over 20 years. In that time, she has experienced the many changes in financial market and industry behaviour, helping guide her clients every step of the way.

As a Certified Financial Planner, Adriana is able to provide her clients with a complete perspective on their financial situation, and how to move forward to achieve their goals. Every client's situation is unique, and Adriana brings the experience and "know-how" to make sure that they are receiving the quality of advice that they need, and a high level of service they can rely on.

Since joining the team as an Associate Financial Advisor in early 2018, Brandon has hit the ground running. He has become an efficient product researcher, and prides himself on being able to get our clients the most out of their investments, while finding the right individual fit. 

Starting out in a volatile market year was likely the best way to gain experience - and in a short time Brandon has proven to our clients that they can be confident in his abilities and ever-growing expertise, as he builds his reputation on providing a comprehensive wealth management experience.

Since first joining Adriana in 2009, Kim has been the cornerstone of our team's administrative duties, and also oversees our general business operations. While being highly organized, she has exceptional attention to detail and enjoys interacting with clients. Often the first point of contact for many of our clients, she is known for providing superior service.