Ongoing Financial Guidance In Step with Your Life

As life goes on, you reach crossroads that require thoughtful counsel and guidance. Having a dedicated financial partner who is personally connected to your life can prove invaluable at times like these.


At the Muir Investment Team, we want you to enjoy the confidence of knowing that a highly capable and experienced team is committed to providing the timely guidance you need at every step along the way – and is dedicated to making a difference in your life.


HOW WE HELP


Ongoing Financial Guidance In Step with Your Life

bio-headshot-ericmuir
Eric Muir, B Comm (Hons. Fin.), FCSI™, CIM®, RHU®
Senior Portfolio Manager
Derek Lacroix
Derek Lacroix, CFP®, CIM, BBA
Associate Portfolio Manager
Tracey McDonald
Tracey McDonald, FCSI™, DMS™, CIM®
Financial Advisor
Sherri McDermott
Sherri McDermott, CFP®
Senior Financial Advisor Associate
Ruben Jimenez Bio Image
Ruben Jimenez, BBA
Financial Advisor Associate/ Marketing Specialist
Rubin Chernenko, BCom (Hons), CPA
Financial Advisor Associate/Business Development Specialist
Farzaneh-Peiro
Farzaneh Peiro
Senior Service Assistant
Cristine Panos Bio Image
Cristine Panos, BBA
Client Service Associate
Laura Adams
Administrative Assistant
Lauren McDermott
Lauren McDermott
Receptionist
Sakib Noor
Sakib Noor

A Well-Established Team

Benefit from the insight and perspective of more than a hundred years of combined experience.

Learn More About Us

Capabilities

Our Well-Rounded Capabilities

We offer a full breadth and depth of services to address each event in you life
Personal

Concierge-Level Personal Service

Dedicated to delivering the full attention and guidance you deserve

Hands-On Portfolio Management

It results in benefits beyond just having an off-the-shelf investment plan