Our Team

Proven Experts.

Wealth Management Team

Julian Ricci

Investment Advisor

Julian deploys the same two core strategies as his fellow team member Bonnie Wyatt. Julian places a premium on cultivating deep relationships with clients. This provide a detailed understanding of each client’s circumstances and goals. These trusted relationships provide the foundation for effective financial planning and tax planning which is essential to the success of any financial advice. Julian is a strong advocate for his clients interests when times are good, and when times are challenging.

Burlington Branch
1100 Burloak Drive, Suite 108
Burlington, Ontario  L7L 6B2