Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

 

We are a team of eight engaged individuals, who strive to provide our clients the financial peace of mind they cherish. We collaborate with them in better defining their life goals.

We do this by undergoing a rigorous process that meets their expectations and adds value over the long term.

Our team works hard to make sure that the help we provide to our client's life journey leads to making a meaningful difference in their lives.

Our focus is client centered and client wins.

Our team of experts

Portfolio Manager, Senior Vice President
Portfolio Manager

Sandy Perusko

Assistant

Julie Vaillancourt

Assistant

Contact us

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