Meet your team

Professionals who listen to your needs.

We work together to achieve your goals

We provide consistent and timely financial advice that takes into consideration the client’s personal situation to help them achieve their lifelong goals.

Our team of finance and customer service professionals are motivated to understand your personal, family and professional situation and communicate with you with empathy, honesty and clarity.

Our team of experts

Photo of Lori Vooys ,Senior Wealth Advisor & Portfolio Manager,  member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

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Photo of Greg Stevenson, Senior Wealth Advisor & Portfolio Manager, member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

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Photo of Mark Taylor, Senior Wealth Advisor & Portfolio Manager, member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

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Photo of Andrew Vooys , Wealth Associate, member of the team of experts.

Andrew Vooys

Wealth Associate

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Photo of Lori Vooys, Associate, member of the team of experts.

Meaghan St. Louis

Associate

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Photo of Phelim Yan, Associate, member of the team of experts.

Phelim Yan

Associate

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Contact us

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