Associates

Lawrence Farrugia – Investment Associate

Lawrence Farrugia graduated with a Bachelor of Commerce Degree from Concordia University. As an investment and portfolio associate, Mr. Farrugia aids the partners with the execution of equity and bond trades and the overall management of portfolios. He can be contacted for information concerning general account statements or to obtain copies of research and reports.

Eric Machado – Administrative Associate

Eric Machado graduated with a Certificate of Business Administration from Vanier College. Mr. Machado has acquired expertise with ScotiaMcLeod’s reporting technology and as such is responsible for generating our clients’ realized gain/loss statements and portfolio evaluations. He has experience opening sophisticated accounts, and can be contacted for all matters concerning account openings. Mr. Machado is also responsible for processing clients’ requests for cheques, electronic fund transfers, and other administrative tasks.

Michael Morganti – Administrative Assistant

Michael Morganti graduated with a Certificate of Business Administration from Vanier College. Before joining the BHB group, Michael gained experience working for a Senior Wealth Advisor and Director at ScotiaMcLeod's Capital Branch. Mr. Morganti is responsible for administrative tasks such as updating client account documentation, processing clients’ requests for cheques and electronic fund transfers, issuing stock quotes, and is also involved in administering the group's various marketing intiatives such as client letters and daily e-mail transmissions.