Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager
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Brendan focuses on working with clients to create long term, personalized financial plans in addition to overseeing portfolio design.

Brendan graduated from the University of Regina.  He has over 16 years of Financial Industry experience.  Brendan's commitment to strong and consistent management of clients' wealth has become the foundation of his client relationships. 

In his free time, Brendan enjoys spending time with his wife and three kids.  He remains active by exercising, golfing and playing hockey. 

Kaitlin Herridge, BBA

Wealth Associate

Our Partners

Cory Papineau, B.A., CFP

Senior Advisor, Financial Planning & Advisory Services  


Karen Biggar

Senior Personal Banker


Patricia Carver, CPA, CA, CFP, TEP

Insurance Advisor


Contact us

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