Experienced advice. Personalized service. A long-term commitment to your financial well-being.

With more than 25 years of experience in the investment industry, Nadia Iskander provides personalized investment guidance to individuals, families, retirees, business owners and organizations.

Nadia holds the Chartered Investment Manager (CIM®) designation, the Fellow of the Canadian Securities Institute (FCSI®) designation and the Responsible Investment Advisor Certification (RIAC).

She is also actively involved in charitable and community initiatives. Outside her professional practice, Nadia enjoys spending time with her grandchildren, reinforcing her appreciation for thoughtful, multigenerational planning.

Areas of Focus

• Personalized portfolio construction and investment management
• Retirement and retirement-income strategies
• Income-oriented portfolios
• Wealth accumulation and capital preservation
• Registered and non-registered accounts
• Investment and cash-reserve strategies for businesses and organizations
• Institutional trading services
• Coordination with legal, accounting and estate-planning professionals



Nadia values strong partnerships with clients, management and regulators. This collaborative approach supports attentive service and lasting client relationships.

Contact Nadia
647-253-1166

Estate Planning Specialist

Warren began his career in the financial services industry more than 20 years ago working with several major carriers in various business development roles. In 2012, Warren went out on his own as a financial security advisor earning his CHS and CFP designations along the way. Today, Warren focuses his practice on families and business owners – helping them plan for tomorrow and protect what’s important today.