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

Kathy Hein

Wealth Associate
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With almost twenty years experience in the investment industry, Kathy worked in a number of departments before settling in as a Wealth Associate in 2010. Since 2010 she has continued to expand her knowledge by completing the Canadian Securities and Wealth Management Essentials courses. She genuinely enjoys helping clients achieve their financial goals and building meaningful relationships with them. 


In her personal life she enjoys camping, baking, crafting and spending time with her husband Brian and their daughter Charlotte. She is an avid animal lover and shares her home with her much-loved cat Nala. 

Contact us

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


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