Advisory Team

David Somerville CFP, CSA

Investment and Retirement Planning Specialist, Investment Representative. Read more

Jason Pollock CSA, Hon. B.A.

Corporate Planning Specialist and Investment Representative. Read more

Paul Farrell B.Sc., CFP, CLU, Ch.F.C., RHU, CSA

Living Benefits rate Planning, Estate Planning Specialist, and Investment Representative. Read more

Lynda Kay Knapp EPC

Elderly Planning Specialist and Investment Representative. Read more

Robert Somerville CSA

Individual Planning Specialist and Investment Representative. Read more

Angela Marinelli EPC

Retirement and Elder Planning Specialist and Investment Representative. Read more

Gus Jonker

Individual Planning Specialist and Investment Representative. Read more

Melody Neheli ACS, AIAA, AIRC

Operations Manager. Read more

Linda Uronick

Marketing Associate. Read more

Dominic Fruci CGA

Certified General Accountant. Read more

Graham Wilson L.L.B.

Estate Lawyer. Read more