David Somerville CFP
Certified Financial Planner. 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 CFP, PFP, EPC
Certified Financial Planner, Retirement & Estate Planning. Read more
Robert Somerville CSA
Individual 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
