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Meet Our Team of Advisors

Meet Our Team of Executive Associates

Michele McIntyre

Michele McIntyre

Marketing Associate

Patti Chamberlain

Patti Chamberlain

Marketing Associate

Lynn Blunt

Lynn Blunt

Administrative Assistant

Wendy Cookman-Moxam

Wendy Cookman-Moxam

Administrative Assistant

Andrea Deering

Andrea Deering

Support

Business Owners

Our team are here to take the stress out of financial planning and insurance for your organization. Group RRSP's, Benefits and Insurance to keep you operating successfully are our specialty. Let's connect!

Legacy Planning

Our team are here to assist you with planning your business legacy and helping you plan for a prosperous retirement. Speak with our friendly team of local experts who are here to help you every step of the way.

Young Professionals

Planning for a family or buying your first property? Our team are here to help you set goals and plan for your future with personalised solutions that match your needs and budget.

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