Michael van Lierop

B.A. (Hons), FDFS, RWM

Founder - President & CEO

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Andrew Smart

CFP, RRC, RWM

Senior Financial Planner

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Kelly McGonigal

CFP, RRC, RWM

Senior Financial Planner

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Eric Grabner

RWM, RRC, CCS

Senior Wealth Advisor

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Jana Palm-Rienks

CFP, EPC, CFDS 

Senior Wealth Advisor

Glenn Thorarinson

CFP, CLU

Executive Business Consultant

James Rodgers

RWM, BGS

Senior Wealth Advisor

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Michael Angiletta

AFCC, RWM

Senior Wealth Advisor

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Jack Wozniak

CFP, CLU, RWM, CCS

Senior Financial Planner

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Trish Wozniak

RWM

Senior Financial Planner

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Allan Barss

 CFP, LLB

Senior Financial Planner

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Kevin Patterson

B.Comm, CFP, RWM

Senior Financial Planner

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Ryan Clark

QAFP, RWM

Associate Wealth Advisor

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Bonnie Siemens

FLMI, CLU, CH.F.C.

Financial Planner & Insurance Specialist

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Stephanie Holmes-Winton

CCS

Business Development & Cashflow Specialist

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Yevheniia Vostrikova

Director of Operations

Rebecca Gregoire

Specialist, Technology Services

Kayla Munro

Specialist, Advisor Support

Ardelle Patterson

Executive Assistant

Irene Waldvogel

Office Manager & Accounting 

Gail Sheltgen

Office Manager & Executive Assistant

Jade Kwok

Client Concierge & Reception