Michael van Lierop

B.A. (Hons), FDFS, RWM

President & Founder

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Andrew Smart

CFP, RRC

Senior Financial Planner

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Kelly McGonigal

CFP, RRC

Senior Financial Planner

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Eric Grabner

RRC

Senior Wealth Advisor

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James Rodgers

BGS

Senior Wealth Advisor

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Michael Angiletta

AFCC

Senior Wealth Advisor

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Tim O'Toole

 Financial Planner

Ryan Clark

QAFP, RWM

Associate Wealth Advisor

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Jack Wozniak

CFP, CLU

Senior Financial Planner

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Allan Barss

 CFP, LLB

Senior Financial Planner

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Trish Wozniak

Senior Financial Planner

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Kevin Patterson

B.Comm, CFP

Senior Financial Planner

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Gail Sheltgen

Office Manager & Executive Assistant

Ardelle Patterson

Executive Assistant

Yevheniia Vostrikova

Director of Operations

Rebecca Gregoire

Specialist, Technology Services

Kayla Munro

Specialist, Advisor Support

Irene Waldvogel

Office Manager & Accounting 

Bonnie Siemens

FLMI, CLU, CH.F.C.

Financial Planner & Insurance Specialist

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Kevin Ziolkoski

Private Investment Specialist

Stephanie Holmes-Winton

CCS

Business Development & Cashflow Specialist

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Jade Kwok

Client Concierge & Reception