Meet the Team

Our experience makes the difference.

Andrew Wallis

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Andrew Wallis

Managing Director and Financial Advisor

John Boyle

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John Boyle

Consultant

Fiona Tobin

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Fiona Tobin

Practice Manager

Mark Buisman

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Mark Buisman

Senior Financial Advisor

Gloria Li

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Gloria Li

Associate Advisor

Fred Strauss

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Fred Strauss

Chair of the Investment Committee

Hasan Tevfik

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Hasan Tevfik

Investment Consultant

Tailored financial planning and investment solutions for every stage of your life

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