Our Team

Areas of Focus: Personal Financial Planning Retirement Planning Tax & Estate Planning Wealth management Insurance Needs Analysis RRSP’s, RRIF’s, TFSA’s and RESP’s Life, Disability and Health Insurance...

Areas of Focus: Personal Financial Planning Retirement Planning Tax Planning Wealth management RRSP’s, RRIF’s, TFSA’s and RESP’s John is a long time resident of Kingston and the surrounding area. Afte...

Patricia Valente joined the team over 13 years ago and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “C...

Brandi Wales joined our team in April of 2006 and has proven to be a true asset to our Financial Services team. Brandi provides the financial planners with administrative and client service support. S...

Robyn joined our team in December of 2014. She has many years’ experience in the customer service and administrative industry. Robyn is responsible for assisting and greeting our clients, while provid...