| Date | Description |
|---|
| 2022-06-16 |
update person_title Sylvia Azoulay TEP: Instructor at Humber College School of Business and at the Bar Admission => Instructor at Humber College School of Business and at the Bar Admission; Vice President, Tax & Estate Planning |
| 2022-03-15 |
update person_title Douglas Goodman CIM: Director, Wealth Management Portfolio Manager, Investment Advisor => Investment Advisor; Portfolio Manager |
| 2022-03-15 |
update person_title Jason Middleton: Individual Insurance Consultant => null |
| 2022-03-15 |
update person_title Philip Richmond CIM: Director, Wealth Management Portfolio Manager, Investment Advisor => Investment Advisor; Portfolio Manager |
| 2021-04-09 |
insert person Jason Middleton |
| 2021-04-09 |
insert person Pinal Gadhvi |
| 2021-04-09 |
insert person Sean Hsu |
| 2021-04-09 |
insert person Sylvia Azoulay |
| 2015-05-11 |
insert chiefinvestmentofficer Craig Basinger |
| 2015-05-11 |
insert person Craig Basinger |