With more than 50 years of combined experience, our team has been building long term relationships to help families and entrepreneurs achieve success – in other words – helping them live life on their terms.

Dean Bowe
Director, Wealth Management, Portfolio Manager, Investment Advisor
Tel: 416.941.6750

Dean Bowe has over 25 years of industry experience, having entered the investment industry in 1988 with an Economics Degree from York University. Dean began his career at ScotiaMcLeod and continued to build his knowledge and experience at Midland Walwyn Capital Inc., CIBC Wood Gundy, HSBC Securities, and Wellington West Capital (bought by National Bank Financial) from 2006 until 2012.

Dean has achieved the Fellow of the Canadian Securities Institute (FCSI) designation which is reserved solely for professionals that meet the highest standards for advanced education, ethical conduct, industry experience and endorsement from peers. Dedicated to lifelong learning and professional development, he has also completed several other courses and designations offered by the Canadian Securities Institute such as the Partners, Directors and Officers course, the Canadian Investment Manager designation, and the Personal Financial Planning course. Dean has been a Portfolio Manager since 1999, qualifying him to offer individuals, corporations, and institutions discretionary portfolio management solutions.

Dean continues to innovate, adapt, refine, implement and identify on a timely basis, leading wealth management solutions for his clients. In order to offer a complete spectrum of solutions, Dean incorporated insurance capabilities into his practice over 10 years ago. Insurance solutions continue to play strong supporting roles in his practice for their tax efficiency, estate planning effectiveness and risk management control.

Dean is dedicated and passionate about bringing clarity, confidence and helping his clients achieve their goals in an uncertain world.

Ardina Gubbels
Associate
Tel: 416.941.6755

Ardina completed her Bachelor’s Degree from Western University with a Specialization in History before moving to Toronto in 2016. After spending the past several years working in Hospitality, she entered the investment industry at the beginning of 2019 and has completed her IR licensing. Within the team, she provides assistance in new account openings, servicing client requests, trading support, and daily administrative tasks.

Outside of work, Ardina most often spends her time cooking, visiting her family’s cottage, or kayaking around the Toronto Island with her dog, Milo.

Laila Ierullo
Associate
Tel: 416.572.5437

Laila joined the investment industry in 2018 after working in information technology for three years. She is a graduate from Wilfrid Laurier University where she received her Honours Bachelor of Business Administration with a specialization in Finance. She has since become a licensed Investment Representative and is currently a candidate for Level III of the CFA Program. 

Within the team, she provides support with trading, investment research and financial reporting. She is also happy to assist with client services if Ardina is unavailable.

Laila enjoys spending time outdoors and outside of the office she can be found camping, hiking or marathon running.