Sightline Wealth Management Employee Directory

Sightline Wealth Management corporate office is located in 200 Bay St Suite 2700, Toronto, Ontario, M5J 2J0, Canada and has 1-10 employees.

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Employees by Department

Departments

Number of employees

Finance

Legal

Operations

Marketing

Key Employees of Sightline Wealth Management

Pd
Paul de Sousa
Wealth Management, Sales & Development Head
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail
PhoneEmail

Sightline Wealth Management Global Presence

Location	People at location
North America	1-10

Index of contact profiles from Sightline Wealth Management

Hundreds of professionals searching for Sightline Wealth Management have connected with key decision-makers. Join them?

Contact Name

Contact Info

Job Title

HQ Location

JD
Julian DeFina
Email Direct
Investment Associate
Canada , Ontario , Toronto

RS
Ralph Santoli
Email Direct
Senior Manager, Compliance
Canada , Ontario , Toronto

WM
Winnie Mak
Email Direct
Senior Compliance Operations Officer
Canada , Ontario , Toronto

ZG
Zoë Gram
Email Direct
Marketing Associate
Canada , Ontario , Toronto

TS
Tanios Sadaka
Email Direct
Investment Advisor
Canada , Ontario , Toronto

KG
Katherine Gordon
Email Direct
Senior Investment Advisor
Canada , Ontario , Toronto

SS
Sonia Shirprashad
Email Direct
Investment Advisor
Canada , Ontario , Toronto

LL
Lily Liu
Email Direct
Manager, Finance & Operations
Canada , Ontario , Toronto

Pd
Paul de Sousa
Email Direct
Wealth Management, Sales & Development Head
Canada , Ontario , Toronto

Former Employees at Sightline Wealth Management

Explore people who held key positions, contributed to Sightline Wealth Management's success, and advanced their careers.

John Fraser

Ir Director, Operation... at The Rosseau Group

Worked as Investment Advisor

at Sightline Wealth Management (2018-2021)

Direct

Wilson Ki

Branch Manager at PortfolioHiWay

Worked as Head of Compliance

at Sightline Wealth Management (2023-2025)

Direct

Luisa Pacheco

Administrative Assista... at Scotia Wealth Manageme...

Worked as Administrative Assistant

at Sightline Wealth Management (2023-2025)

Direct

Mask Content

Infrastructure Private... at StepStone Group

Worked as Investment Associate

at Sightline Wealth Management (2018-2019)

Direct

Mask Content

Senior Wealth Advisor at Fidelity National Info...

Worked as Investment Advisor

at Sightline Wealth Management (2015-2019)

Direct

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Frequently Asked Questions Regarding Sightline Wealth Management Employees

How many employees does Sightline Wealth Management have?

Sightline Wealth Management has 1-10 employees

Who are Sightline Wealth Management key employees?

Some of Sightline Wealth Management key employees are Paul de Sousa

Where is Sightline Wealth Management located?

Sightline Wealth Management’s headquarters are located at 200 Bay St Suite 2700, Toronto, Ontario, M5J 2J0, Canada

How do I contact Sightline Wealth Management?

Sightline Wealth Management Contact Info: Phone number: (855) 943-4383 Website: www.sightlinewealthmanagement.com

What does Sightline Wealth Management do?

Sightline Wealth Management offers personalized financial planning and investment guidance tailored for individuals and families in Toronto. The company focuses on helping clients build, preserve, and manage their wealth through customized plans that address their unique goals. Their services include advanced tax planning, estate planning, and stra... Read More

Is Sightline Wealth Management a public company?

Sightline Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Sightline Wealth Management Employees