Team

About Your Team

With experience in wealth management, insurance solutions, retirement, and estate planning, we are committed to working with you, your family, and your business through multiple generations.

We offer a team approach that looks at both the forest and the trees such that the big picture remains in focus as we zoom into the fine details that are important to you.

who we are

Meet The Team

Chris Anderson<small> MBA, B.Ed, B.Sc, CHS, CFP, CIM</small>

Chris Anderson MBA, B.Ed, B.Sc, CHS, CFP, CIM

Associate Portfolio Manager, Senior Investment Advisor
Chris Gerlinsky<small> CFP, CHS, EPC</small>

Chris Gerlinsky CFP, CHS, EPC

Senior Investment Advisor
Fred Montilla<small> EPC</small>

Fred Montilla EPC

Senior Investment Advisor
Elizabeth Gaumont<small> CFP</small>

Elizabeth Gaumont CFP

Associate Investment Advisor
Fernando Cala <small> MBA</small>

Fernando Cala MBA

Associate Investment Advisor
Ian Goodman <small> CFA</small>

Ian Goodman CFA

Portfolio Manager - Harbourfront Wealth Management
Christine Matic

Christine Matic

Executive Assistant
Melody Alvarez

Melody Alvarez

Sales Assistant
Shirley Schultz

Shirley Schultz

Executive Assistant
Tristan Zapata

Tristan Zapata

Advisor Assistant

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Harbourfront Wealth Managment Inc