Brock Shores Financial
4502 Airport Rd, 4502 Airport Rd, ON K6T 1A5
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About
Brock Shores Financial, now operating as part of Optimize Wealth Management, is a full-service wealth management firm offering portfolio management, financial planning, tax preparation, will and estate planning, mortgage solutions, and insurance services. The firm provides institutional-level investment solutions and comprehensive family office services with a focus on personalized, goal-driven client advice.
Services & Specializations
Languages
English, French
Established
2009
Team Size
50+
Team
Matthew McGrath
President, Chief Executive Officer, and Chief Investment Officer
Mike Killeen
General Counsel
Irene Cameron
Chief Financial Officer
Chris Coholan
Chief Corporate Development Officer
Kevin Fobert
Head, Private Client
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