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

Senior 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, CIM</small>

Elizabeth Gaumont CFP, CIM

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

Fernando Cala MBA

Associate Investment Advisor
Tristan Zapata

Tristan Zapata

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

Ian Goodman CFA

Portfolio Manager - Harbourfront Wealth Management
Melody Alvarez

Melody Alvarez

Sales Assistant
Shirley Schultz

Shirley Schultz

Senior Advisor Assistant

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Harbourfront Wealth Managment Inc