Our Team
Leadership
- James Mitinku – Managing Partner / Principal Advisor, Chartered Investment Manager (CIM®)
- Eric McConnon – Director of Wealth Management / Senior Financial Advisor, Certified Financial Planner (CFP®)
Client Advisory & Planning
- Susan Riahi – Financial Advisor, Certified Financial Planner (CFP®)
Providing comprehensive financial planning services to clients. - Jonathan Jui – Investment Advisor, Chartered Investment Manager (CIM®)
Specialized in investment strategy and portfolio management. - Parto Misaghian – Investment & Insurance Advisor, Registered Mutual Funds Representative – Working loosely with Financial Planners and providing financial advice and portfolio management.
- Eva Lang – Cross-Border Financial Advisor
Handling U.S.-Canada cross-border planning - Nora Alhashim – Tax and Estate Planning Specialist
Focusing on high-net-worth estate structures, trusts, and tax-efficient planning.
Support & Operations
- Eliana DeCucio – Associate Advisor / Wealth Associate
Supporting advisors with client service, research, and meeting preparation. - Parvaneh Mohajer – Client Service Manager
Primary liaison for day-to-day client requests, paperwork, and account administration. - Gisele Moris – Compliance & Operations Manager
Overseeing regulatory compliance, managing internal systems and back office. - Mannia Esquani – Talent & Culture Strategist – HR
Supervising Employee Relations, talent acquisition, culture, engagement, and employee development