Anthony tadros

Certified Financial Planner (cfp)
chartered life underwriter (clu)
Life Insurance Advisor

Investment Advisor & Branch Manager - attached to PEAK Securities Inc.

Anthony is a Certified Financial Planner and Life, Health and Sickness Insurance Agent. He holds a Masters of Business Administration majoring in Financial Management.

He is also a Branch Manager and an Investment Advisor (please click here).

As a financial advisor since 2001, it has been Anthony’s passion to help mature clients organize their wealth to enjoy a comfortable retirement. Anthony also enjoys coaching young families in planning their financial journey, from saving for buying their first home to opening their first RESP, to planning for retirement using tax-advantaged, government-sponsored programs, he is there to help.

Anthony has a strong technical and analytical background with an Applied Science Technologist designation in Biomedical Engineering Technology. He loves analyzing investments and strategies, mapping out client financial situations and offering solutions.

Among the most memorable times in his life are marrying his wife, watching his three children grow and graduate, being involved in several sports and serving the youth group in his church.

Sophie Tadros

Investment advisor & Assistant Branch Manager - attached to peak securities inc.

Licensed assistant

Sophie joined Alpha & Omega Wealth Management in April 2019 as an administrative assistant, earned her Investment Advisor license (please click here) in November 2020 and earned her title as Assistant Branch Manager in December 2022.

Sophie’s background is in marketing, graduating from the British Columbia Institute of Technology with a diploma in Marketing Management. Before joining Alpha & Omega, Sophie had a focus in digital marketing, event planning & sales support.

In her spare time she enjoys cooking, spending time with her family & friends, attending concerts and travelling.