Our Team

Meet Our Team

Our team approach ensures each member of our team has a specific role and responsibility.

Beyond our specialists and experience, you have the strength of a dedicated and accessible team eager to solve your most pressing challenges.

Financial Advisor, Partner

Financial Advisor, Partner

Financial Advisor, Tax Consultant

Financial Advisor, Partner

Financial Advisor, Tax Consultant, Partner

Registered Client Service Specialist

Registered Client Relations Specialist

Client Service Specialist

Client Service Specialist

Client Service Specialist

Client Records Administrator