Michael van Lierop

B.A. (Hons)

President & Founder

Andrew Smart

CFP, RRC

Senior Financial Planner

Kelly McGonigal

CFP, RRC

Senior Financial Planner

Eric Grabner

Senior Wealth Advisor

Yevheniia Vostrikova

Director of Operations

Rebecca Gregoire

Specialist, Technology Services

Kayla Munro

Specialist, Advisor Support

Irene Waldvogel

Office Manager & Accounting