Meet the Team

Scott Delgaty

MBA, CIM®, CIMA, CFP®, FCSI™

Portfolio Manager

Scott is a seasoned and highly credentialed investment professional with over 35 years of experience in the financial services sector as a Financial Advisor and Portfolio Manager in Canada. He is experienced in managing a diverse client base, has effective crisis management techniques and proven experience in problem solving.

Scott obtained his MBA from Dalhousie University in Nova Scotia, Canada and holds the Certified Investment Analyst (CIMA) designation and the Fellow of CSI (FCSI), which is awarded to industry professionals whose enhanced training and experience exemplify excellence. The CIMA certification is the peak international, technical portfolio construction program for investment consultants, analysts, financial advisors and wealth management professionals.

Jeffrey Hughes

Associate Wealth Manager
In an industry where tailored expert advice is almost exclusively reserved for the wealthy, Jeffrey notices a deficiency in the financial services industry: financial planning and advice for younger, hungry professionals and entrepreneurs. He strongly believes that they should be getting the attention they deserve; they should be on the receiving end of top-level tailored financial advice.

Through personal experience in dealing with student debt, personal and career development, and entrepreneurial ventures, Jeffrey shares a perspective that very few advisors in the industry have. With his unwavering drive to better the lives of up-and-coming leaders, combined with the un-paralleled skill, knowledge and experience of his team, he is dedicated to providing the most effective and relatable advice to his clients.

David Thomas

Investment Representative

Dave has been in the financial services industry for 30 years. He started on the money market institutional desk in Toronto, eventually moving to the mutual fund department. Dave is responsible for client progress reviews and research reports, as well as capital gains, tax issues and mutual fund correlations.

Francesca La Margia

Branch Administrator
Francesca has been working in the Financial industry for 25 years. After Graduating from Dawson College, Francesca worked as an Administrative Assistant for RBC and CIBC for 14 years and 10 years respectively. Her experience allows her to know how to make the client’s experience memorable by providing them with peace of mind while meeting all of their administrative inquiries with prompt and courteous service.

Planning, Guiding, Protecting

What our Clients Have to Say

My family and I, through successive generations have been doing business with Scott for almost 40 years. That's a long time and is a real testament to his integrity. I value Scott and his team for their excellent advice, commitment to stewardship and their innovation in the field of wealth management.

– Mike M.

We are both very happy with the personal attention we receive whenever we have concerns about our investments, especially as we near retirement. Your reaffirming the need to continue a “growth” strategy, tempered with balanced diversification, was well appreciated.

– Jacques & Theresa

Schedule a Consultation

Get the answers you need to make sure you're money is working as hard as you do.

Call Us Now

Whether you'd like more information about our process, fees, advice on a particular case, or to schedule an introductory meeting, we are to help.

Email Us

Send us your inquiries and we will get back to you promptly.