Maria Diaz

Financial Advisor

Planning for your financial future is more than just looking at numbers. To us, it's the people and dreams behind the figures that matter the most.

We are a team of professionals who specialize in customized solutions to your financial needs. Each of our advisors possesses his or her own individual strengths, but our branch shares fundamental values - holistic financial planning, transparency, and personalized service.

Managing your wealth can be complex and time-consuming. We can simplify your life by addressing all aspects of your financial well-being from investments and insurance to tax and estate planning. We can help you make the right decisions about your wealth, and help you build the future you desire.


Our Advisors

Jay Papernick CPCA

Branch Manager,

Senior Financial Advisor

Jay and his team advise clients across Ontario, specializing in creative wealth planning, tax preparation and insurance solutions.


Insurance products and services are provided by Assante Estate and Insurance Services Inc.

Bryan Deviney FMA, CFP®, CIM

Senior Financial Advisor

Bryan and his team support clients in both English and French.




Dean Taylor CPA, CMA

Dean and his team service the Collingwood area and GTA region. They have a small, focused and successful business serving high net worth families and businesses.

Click here for Dean's website.




Marylou Heenan

Financial Advisor

Marylou is your trusted partner in business advice for entrepreneurs.

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