Our Team


Meet the team that will help guide you!

Leslie Machan Jr.

President, Financial Security Advisor, Mutual fund Advisor with Investia Financial Services Inc.

Laurie Machan, CPA, CA

Vice President and Chief Financial Officer

Dina Hamad

Director of Client Relations

Audrey Ramos

Administrative Assistant

Nevine Assaad

Administrative Assistant

Leslie Machan Sr.- Founder

This business was built on passion and dedication to help serve his community, his family and his friends. Les Machan Sr’s brilliance and positive energy were the source that enriched the lives of all that had the honor of knowing him. He was often found saying that he lived every day like it was his last. Because he did, all with the ultimate goal of serving his clients…
We bid the most respectful and heartfelt farewell to our founder, Ladislav (Leslie) Machan Sr.

We’re here to answer your questions!

Get in touch with us today! We're here to provide you with the guidance you need for your business or personal planning.

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