The Team

Jay’s been at this for more than 25 years. He’s seen the industry change, markets change, products come in and out of fashion and has managed to help his clients grow and adapt at each step of the way. While starting off strictly as an Investment Advisor, Jay evolved into a true Generalist. Being able to identify where clients need to focus and help them clearly shape their goals and dreams while pointing out the risks has become Jay’s expertise. Every client should be “slightly uncomfortable” when it comes to their finances – this is one of Jay’s philosophies that has worked for the hundreds of families he’s dealt with over his career. Jay is a proud father and husband and works in his community in many different capacities – on the Board of his synagogue, running fundraisers for SickKids and more.

With over 3 years of experience in operations management within our team, Nicole is dedicated to providing prompt, efficient, and tailored service to each client she works with. Her role is not only to oversee seamless operations but to ensure every client feels supported and valued, no matter what they need. Whether it’s assisting with complex financial inquiries or facilitating smooth transactions, she is committed to making the client experience as straightforward and enjoyable as possible. Her priority is to be the dependable partner clients can turn to for any support, equipped with the knowledge and expertise to anticipate and meet their needs with precision and the utmost care.

We are excited to introduce our new Operations Coordinator a dedicated professional rapidly mastering the intricacies of our financial advisory practice. Her quick adaptation and eagerness to learn have made her an invaluable part of our team. Whether you need assistance with service-related inquiries, scheduling, or navigating our offerings, she is here to help with efficiency and attention to detail. With her growing expertise and commitment to providing top-notch client support, you can trust that any issues will be handled promptly and professionally.

Feel free to reach out—she’s ready to assist!