Contact Us

Leadership Group
Scott Mackenzie CEO
Portrait of Kevin Barber
Kevin Barber CAO
Portrait of Bryan Moffitt
Bryan Moffitt COO
Portrait of Peter Sousaris
Peter Sousaris CCO
Portrait of Ronald White
Ronald White CFO
Portrait of Paul Stapleton
Paul Stapleton CTO
Sales and Business Development
Portrait of Stephen Cosburn
Stephen Cosburn VP, Sales and
Relationship Management
(416) 216-2670
Portrait of Lawrence McCann
Lawrence McCann VP, Sales and
Relationship Management
(416) 216-4485
Portrait of Russell Moldowan
Russell Moldowan Regional Director, Sales and
Relationship Management (West)
(604) 754-4838
Portrait of Tisha Lawton
Tisha Lawton VP, Product Solutions (416) 216-2650
a handshake

Transition


Our Client Experience and Conversions team helps you onboard new advisors or portfolio managers. We maximize client retention with minimal disruption to end investors. Begin your transition with a business integration consultant meeting to set timelines and expectations for the process from start to finish.

Your customized transition plan includes...