Our Team

Anant Vijay, CFA;

Wealth Manager

Anant is a seasoned finance professional with a background spanning management consulting, technology startups, corporate banking, and venture capital. His former clients included private equity and Fortune 500 companies, enabling him to develop expertise across a wide range of industries.

An alum of the Kellogg School of Management, Anant also earned an MBA with a full-tuition scholarship, awarded for ranking in the top 5% of his class. With his background, Anant brings a pragmatic and results-oriented approach to wealth management, integrating financial expertise and strategic thinking to guide his clients in their most critical financial decisions.

Deirdre O'Callaghan, CSC;

Senior Investment Associate

Deirdre has over 13 years of experience in financial services. She seamlessly handles all client queries in regards to account documentation, procedures, and tax-related matters. Although her expertise is in administration, she has completed the Canadian Securities Course (CSC) and is well-versed in investment concepts as well.