Meet our team

 

Ron J. Hutner, MBA
Director, Wealth Management & Investment Advisor

For more than 40 years, Ron Hutner has been providing wealth management services to discerning investors, specializing in a wide variety of investments including income-generating vehicles and special opportunities for his clientele of business owners and professionals, retirees and affluent investors.

Ron is options licensed and holds an MBA from the Schulich School of Business at York University and a BA in Economics from the University of Western Ontario. He was the President of the Toronto and District Chapter of the Canadian Cystic Fibrosis Foundation for 15 years.

Adam Levy, CIM®, FCSI®

Portfolio Manager

After studying commerce for two years at the University of Guelph, Adam began his career at Richardson GMP. Prior to that, Adam worked with ScotiaMcLeod.

Adam advises on investment decisions and trades securities and options. He also holds his US license, and can trade and open accounts with US residents. He holds the Chartered Investment Manager (CIM) designation and has completed the Advanced Retirement Management Strategies course, Portfolio Management Techniques (PMT), Wealth Management Essentials (WME), Advanced Investment Strategies (AIS), the Options Licensing Course (OLC) and the Derivatives Fundamentals (DFC) courses.

                

Jane Thompson
Associate

Jane completed undergraduate and graduate degrees at McGill and Emerson College before starting her career at Scotiabank. She then joined a predecessor firm in Calgary, and transferred to the Toronto office shortly after.

Jane trades securities, and handles client account-related requests for the Hutner Team. She has completed the Portfolio Management Techniques (PMT), Advanced Investment Strategies (AIS), Wealth Management Essentials (WME) Options Licensing (OLC) and Derivatives Fundamentals (DFC) courses.