Broker Check

Our Team

Join us for a cup of tea, a taste of chocolate and a conversation focused on your values and your aspirations.

Our Team


Join us for a cup of tea, a taste of chocolate, and a conversation focused on your values and aspirations.








Alan Ioffredo

Alan Ioffredo

Financial Advisor

Learn more
Lĕna Mandelis

Lĕna Mandelis

Financial Advisor

Learn more
Joseph Victor

Joseph Victor

Client Services Manager

Learn more
Catherine Ioffredo

Catherine Ioffredo

Branch Administrative Manager

Learn more
Kathryn Dunlop

Kathryn Dunlop

Financial Advisor

Learn more
Mike Ioffredo

Mike Ioffredo

Financial Advisor

Learn more


We welcome a telling of your story. 


Talk To Us