McKellar Wismer

Associate

McKellar joined Coleford in 2022 and is a member of the business development and client service teams. Prior to Coleford, he was an Associate Wealth Advisor at iA Private Wealth. McKellar is a graduate of McMaster University’s DeGroote School of Business and has passed Level 1 of the Chartered Financial Analyst (CFA) program.

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Who we are

At Coleford, we take the lead from our clients. We continually gather feedback and insights from our clients about all aspects of our service. In particular, our clients help us tailor our communications to maximize their understanding and to ensure full transparency.

Alain Agostini, MBA, CFA

Managing Director

Dyra Coronado

Operations Analyst

Jennifer Devereux

MBA, Associate

Suzanne DuPerrouzel

Client Service Associate

Robert Hill, MBA, CFA

Managing Director

Bryan Houston, B.Comm, CPA (CA)

Managing Director

James Leo, MBA

Partner

Craig Middaugh MBA, CFA

Managing Director

Aksh Parekh

CFA, Associate

Joann Ramcharan

Client Service Associate

Shandi Tocheri

Partner

McKellar Wismer

Associate

Kenneth Wong, CFA

Partner

Contact Us

44 Victoria Street, Suite 1701
Toronto, Ontario M5C 1Y2
Phone 416.864.1233
Toll-Free 877.813.8883
Fax 416.867.9706

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