Meet Our Team
Dedicated professionals committed to integrity, tactical precision, and personalized wealth solutions.
Mike LeBlanc
Senior Vice President, Portfolio Manager & Wealth Advisor
Mike brings over two decades of wealth management experience helping business owners and affluent families build, manage, and preserve their generational wealth through disciplined tactical strategies.
Julian Goto
Portfolio Manager & Small-Cap Specialist
Julian specializes in Canadian venture markets, small-cap equity research, and risk-managed tactical portfolio updates for growth-focused investors.
LLC Private Wealth Client Services Team
Dedicated Administrative & Wealth Operations
Our committed operations team handles seamless account execution, administrative support, tax documentation, and responsive day-to-day client communication.
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