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.

Ongoing Financial Guidance In Step with Your Life

Eric Muir, B Comm (Hons. Fin.), FCSI^™, CIM^®, RHU^®

Senior Portfolio Manager

Derek Lacroix, CFP^®, CIM, BBA

Associate Portfolio Manager

Tracey McDonald, FCSI^™, DMS^™, CIM^®

Financial Advisor

Ruben Jimenez, BBA, CFP^®

Financial Advisor Associate/ Marketing Specialist

Rubin Chernenko, CFP, CIM, CPA

FINANCIAL ADVISOR ASSOCIATE

Senior Service Assistant

Cristine Panos, BBA

Senior Client Service Associate

Laura Adams, BBA

Client Service Associate

Sakib Noor, CFA^®, MBA

A Well-Established Team

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

Learn More About Us

Understanding the challenges women face and how to help.

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Unique solutions for business owners and entrepreneurs.

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As retirement grows ever closer, the looming reality may cause so...

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We have specialised knowledge in serving a wide range of professi...

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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