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

Associate Wealth Management Advisor

CIM, Portfolio Manager, B. Comm.

V.P. Wealth Management Advisor, Senior Investment Advisor

CIM, Portfolio Manager

 

 
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English

Senior Investment Associate

Our partners | The Hilberry Group

Senior Advisor, Financial Planning & Advisory Services

CFP, Fellow of FPSC

Senior Estate Planning Advisor

J.D.

Insurance Advisor & Financial Planner

B. Comm., CFP, CLU, CH.FC, RHU

Contact us

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