We're people who care about people.

Bryan Deviney is our senior financial advisor and works closely with clients to understand their full financial picture. A natural collaborator, he helps people solve their planning puzzle – freeing them from financial stress so they can focus on what matters most. He keeps things clear, organized and always moving forward.

As a Certified Financial Planner® (CFP®) and Canadian Investment Manager (CIM), Bryan brings more than 20 years of experience as a Senior Advisor, helping families make confident financial decisions.

When he’s not trying (and mostly failing) to hang out with his teenage boys, you’ll likely find him training for a triathlon, enjoying stand-up comedy or hitting the slopes as a proud intermediate skier.

Ben Horan is a Financial Advisor, with a B.A. in Economics, who works closely with families to bring clarity to important financial decisions that often come with building, growing, and preserving wealth. Ben takes a thoughtful, goal-oriented approach that starts with listening. Helping clients define what matters most, coordinating the moving parts of their financial lives, and building a clear achievable plan that can evolve as life changes.

Outside the office, Ben is a proud father who enjoys camping, golfing, and exploring Toronto’s ravine system with his kids. He is also the third generation of Horan’s to paddle the Nahanni River, a tradition he and his wife hope to one day share with their children.

As a Service Associate, Taran Singh is a main touch point for clients, helping ensure their needs are handled smoothly and thoughtfully. He takes a highly personal approach and believes that authentic connections are the foundation for providing meaningful guidance.

Taran is a registered representative and is working towards furthering his financial education by tackling additional designations.

Outside of work, Taran makes the most of his time with friends and family. He enjoys staying active, playing guitar and keeping busy. He is rarely one to sit still.

Barb McKenzie is a Service Associate with over 38 years of experience in the financial industry and has developed a deep understanding of client needs. Clients rely on her as a primary point of contact. She is known for her calm, solutions-focused approach and her ability to navigate complex situations with ease.

Barb enjoys the long-term relationships she has built with clients. She believes great service comes from being attentive, responsive and genuinely invested in helping clients.

Outside of work, Barb enjoys reading and watching crime, spy and sci-fi programs. She is currently taking ballet, has recently started running and loves watching dogs play at the park – though she is not ready to have one of her own.

As an Operations Associate, Pooja, focuses on ensuring everything behind the scenes runs smoothly. From executing transactions to handling client updates, she keeps processes organized.

Pooja grew up in a family that promoted educational excellence. She speaks four languages and her Bachelor’s in Business steered her towards the financial industry. She is currently working toward her industry licensing and gaining valuable real-life experience.

Outside of work, she enjoys staying active. Recently, she started playing squash and maintaining a regular workout routine. She also has a keen interest in Formula 1 and is always on the lookout for new places to explore around the city.

Val brings extensive experience in the financial industry, most recently serving as a Director of Institutional Services at one of Canada’s leading banks. She knows how to build strong partnerships and deliver solutions that drive success.

In her role, Valerie will take on a behind-the-scenes leadership position, spearheading special projects to support the team.

Outside of work, Valerie is an avid snowboarder and loves traveling with her family.