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
Investment Advisor, Portfolio Manager
Our Partners
Cory Papineau, BA, CFP
Senior Advisor, Financial Planning & Advisory Services
Carol Foley, LL.B, CPA, CA
Senior Advisor, Estate Planning
