EPCOH Insurance / Investment Advisors
Aubertin, Jennifer  BA, CIM, CFP
EPCOH Insurance/Investment Advisor
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Brennan, Christopher CFP
As a Wealth Advisor Chris takes a holistic approach to meeting his clients' personal, family and business financial needs. He works with his clients to help identify financial goals and then draws on the expertise of TD Wealth specialists to create and implement an integrated wealth management solution. 
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Caplan, Bruce CLU, ChFC, CFP
Bruce Caplan has been an insurance advisor for over 30 years in Oakville, Ontario. He considers himself a general practitioner. Bruce has been married to his wife, Linda for 49 years, has 2 children and 6 grandchildren.
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Carter, Tim, PFP
EPCOH Investment/Insurance Advisor
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Cruise, John CFA
John has been working in the financial services industry for more than 20 years and earned his CFA (Chartered Financial Analyst) Charter in 2006. This designation gives John a specialized level of knowledge in portfolio management and investment analysis.  For the past 13 years, John has run his own financial planning businesses, with his current company being CK Wealth Management.
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Giorgio, Andrew
Andrew Giorgio has experience in various roles within the financial services industry and has helped hundreds of clients with their financial planning needs. He is an asset to the clients of the Sheridan Wealth Management Group of RBC Dominion Securities.
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Harding, Elizabeth  CFP, CIWM, CLU, FMA
EPCOH Insurance Advisor
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McLean, Troy
Troy is a highly motivated and accomplished lawyer turned senior level financial professional with extensive skills and experience as a financial planner, banker, investment management and wealth management adviser. As Vice-President of FFM Capital Inc, he is dedicated to actively promoting alternative investment solutions to individuals, corporations, and trustees (both domestic and international). Troy has a Bachelor of Arts degree from Queen’s University in Kingston, Ontario and a Law Degree...
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Milne-Hall, Heather  BComm, CFP
Heather joined TD Waterhouse in 2011 with a breadth of financial planning experience and demonstrated success in sales and marketing. Following a disciplined process and a strict investment philosophy Heather provides guidance and expertise in a wide range of family wealth issues. She assists her clients in making informed decisions that will accomplish their specific financial objectives.
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Rizzuto, Robert  BComm, CFP, CLU, ChFC, TEP
Robert Rizzuto, owner of BRYLA Financial Group is a veteran insurance and financial advisor with 27 years of experience. Robert has been an active member in his Association, and was President of the Toronto Chapter of Advocis during 2003-2004, and is current Chair of the Ethics Committee of the CLU Institute. In 2006, BRYLA joined Lakeshore Wealth Management in Oakville to increase the wealth management offerings available to his clients, in addition to his insurance activities.
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Rowan, Paul  PFP, CSC
For 17 years Paul has helped client’s structure, manage and plan their taxes, estate and investments. Year after year he ranks in the top 1% of advisors for Hollis Wealth and is a four-time recipient of the Chairman’s Club advisor award and five-time recipient of the President’s Club advisor award.
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Sarraino, Mark CFA, CIM, MBA
Mark Sarraino has 12 years of experience in investing and wealth management and is now an Investment Counsellor for RBC Phillips, Hager & North Investment Counsel. Previously, Mark worked with RBC commercial banking and specialized in providing owner- managed private businesses with corporate finance and succession planning advice.
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Weatherdon, Brian  MA, CFP, CLU, CPCA
Specializing since 1995 in Life, Estate, and Health Insurances; life income, and philanthropic planning. Integrating with your financial planning to reduce/eliminate risks and fund the liabilities that would otherwise hit your assets, business, family estate, and all you value most.
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