Jose Ogalino

Financial Security Advisor (Principal)
Investment Representative

Qi Jun Cai, CFP

Certified Financial Planner | Investment Representative
Associate

Steve Cai has been in the Canadian financial services industry for over 7 years. He focuses on helping his clients achieve their financial goals and dreams through a personalized plan in the GTA area. He holds a master's degree in computer science, has a diploma from a law clerk/paralegal program, and has recently received his CFP designation. He specializes in investment management, insurance and risk management, retirement planning, tax planning and estate planning. He loves traveling, playing sports, volunteering in the Chinese communities in his spare time.

Simon Elias, CFP

Certified Financial Planner | Investment Representative
Associate

Introducing Simon, your beacon of financial expertise, passionately dedicated to empowering both professionals, families, and businesses alike. With a decade of unrivaled experience in the field, Simon's approach to holistic financial advice delves deep into your financial situation to craft a tailored plan that helps achieve your personal goals along with a map to get there. Simon uses the financial planning process to really provide value to his clients by focusing on explaining your options, how to implement them, and finally monitoring and reviewing your plan. By harnessing the expertise of a Certified Financial Planner like Simon, you unlock a trusted partnership, guiding you through the complexities of wealth and risk management in all stages of life or business. 

Ed C Mandani

Financial Security Advisor | Investment Representative
Associate

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