Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

By choosing our team, you can count on us to be there to provide you with the guidance and information you need to reach your financial goals. We have the knowledge, skill, and training to develop a personal financial plan that perfectly matches you and with more than 30 years experience in the financial industry, we are ready and excited for what the future brings.

Our Team of Experts

Our Partners

Cory Papineau, BA, CFP

Senior Advisor, Financial Planning & Advisory Services

Tricia Carver, CPA, CA, CFP, TEP

Insurance Advisor

Carol Foley, LL.B, CPA, CA

Senior Advisor, Estate Planning

Monique Love

Senior Personal Banker

Contact us

Get contact information for our team members and find out where our offices are.