WHO WE ARE
WE OPEN DOORS
WEALTH MANAGEMENT, ALTERNATIVE INVESTING AND SOURCE FUNDING FOR GROWING BUSINESS.
01. Strategic
Changing markets and emerging industries create developing opportunities that require intelligently timed execution.
02. Professional
Years of capital market experience allows our team to bring insight and knowledge into negotiation.
03. Loyal
Our clients priorities align with our own and we work to develop long term mutually beneficial relationships.
THE TEAM
JOIN OUR NETWORK
Aaron COHEN
FOUNDER & CEO
Aaron has over 25 years experience in the Financial Services Industry. Along the way, Aaron has managed all aspects of his client’s Financial Needs and Expectations through hard work and service-oriented values. With his knowledge and strong relationship building skills, he has excelled everywhere he has been. Aaron’s strong values drive him to be all he can be and regularly gives back to the community. He has sat on the boards of local children’s charities and taught the Mutual Funds Licensing course. As well, Aaron has been able to share his knowledge by lecturing to professionals, appearing on local radio shows and running workshops. Aaron currently specializes in Asset Management and Insurance products targeted for the High Income / High Net worth clientele.
ODED ORGIL
PARTNER
Oded has over 25 years’ experience in Capital Markets as a Financial Advisor and Senior Executive for both bank owned and National independent firms. As a financial advisor with Merrill Lynch he achieved Executive Level status early in his career working with families, business owners and professionals managing their wealth and estate planning.
He moved on to hold Senior Executive positions at Canaccord Genuity and Manulife Financial. Most recently he was CEO of Gravitas Securities, a national full service boutique investment firm. During his time there Oded oversaw the firm’s expansion to Vancouver, San Jose and New York. In his career on Bay Street Oded has participated in over $10 Billion of capital market transitions and acquisitions.
Prior to entering the financial services sector Oded practiced law with a downtown Toronto firm.
Oded is an active member of the community and has been President of the Canada Israel Chamber of Commerce since 2010.
He is a former Varsity football player and member of the Israel National Hockey team. Oded lives in Toronto with his wife and five children.