Advisors

Helping clients successfully achieve financial goals with peace of mind.

ADVISORS 2022-09-14T13:49:28+00:00
Michael Vumbaca, CPA, CFP

Michael Vumbaca, CPA, CFP

Advisor

3581A Dundas Street
Toronto, ON M6S 2S8
Bus: 416-233-9282 Ext. 22
Dir: 416-769-2890
Fax: 416-233-6167

Competing financial goals, changing life circumstances, and market fluctuations can make the process of developing a financial future intimidating. For over 25 years provided investment Management, Financial Advising, Taxation and Accountancy services to private clients. It is my goal to help you and families achieve peace of mind to build wealth and accomplish financial security.

Email me
Glen Yuill

Glen Yuill

Advisor

56 Trew Ave, Tiny, ON, L0L2T0

Bus: 416-233-4108 Ext. 229
Cell: 416-882-6876
Fax: 416-233-0856

It is my goal to provide you with complete independent financial planning services and products to help you achieve your financial objectives with peace of mind. I will give you the best possible advice based on thorough knowledge of your tax situation, financial goals and requirements.

Email me
Sam Durante B.COM, CGA

Sam Durante B.COM, CGA

Advisor

65 Babak Boulevard
Woodbridge, ON L4L 9A5
Phone: 905-856-0524
Fax: 905-856-0524

It is my goal to provide you with the utmost service and at the same time guide you in achieving the desired accumulation of wealth to allow you to meet your financial needs. I have spent twenty five years in the accounting, tax and investing profession by serving businesses and individuals meet their desired goals.

Email me
Brian R. Machan, CFP®, RRC®

Brian R. Machan, CFP®, RRC®

Advisor

Toll Free: 1-833-RBI-MGMT (724-6468)
Mobile: 416-575-9793
Fax: 905-756-1002
Web: www.rbimanagement.ca

Brian helps clients with creating personalized investment plans to achieve their financial goals while also assisting them in minimizing their tax burden.

Brian holds the CERTIFIED FINANCIAL PLANNER® designation and has over 15 years experience serving clients and their families. Prior to private practice, Brian worked in personal banking for TD Canada Trust and RBC Royal Bank. He graduated with honours from DeVry University Phoenix in 1998 with a Bachelor of Science in Business Operations.

He believes knowledge is strength and donates his time to Junior Achievement of Canada teaching financial literacy to young people through the Economics for Success program. Brian volunteers as a Colony Scouter and organizes community events in Burlington where he resides with his family. He enjoys playing softball and umpiring baseball during the summer months.

Email me
Jennifer Pluimers, BA

Jennifer Pluimers, BA

Associate Advisor

Dir: 416-885-8741
Fax: 416-233-0856

Jennifer is dedicated to helping individuals and their families achieve their life goals by identifying what is most important to them, and then creating a navigable roadmap to get them to their ultimate destination. Jennifer is a licensed mutual fund sales advisor and is working towards achieving the Certified Financial Planner designation. She is currently working closely with Candor’s Advisors, and is continually increasing her knowledge of available products and services in order to serve clients and their unique needs.

Email me