OUR TEAM

 

WE ARE HIRING

EXECUTIVE TEAM

INVESTMENT REPRESENTATIVE

MIKE D'ALESSANDRO, CFP

PARTNER

MIKE D'ALESSANDRO, CFP

PARTNER

INVESTMENT REPRESENTATIVE

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TERRY WINDREM
PARTNER

TERRY WINDREM
PARTNER

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DARRELL WADE, FEA
PARTNER

DARRELL WADE, FEA
PARTNER

INVESTMENT REPRESENTATIVE

INVESTMENT REPRESENTATIVE

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ELIZABETH TELEKI
CHIEF OPERATING OFFICER

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

PAM THOMPSON,
ACS, AIAA

CHIEF COMPLIANCE OFFICER

PAM THOMPSON,
ACS, AIAA

CHIEF COMPLIANCE OFFICER

 

INVESTMENT REPRESENTATIVE
GTA/DURHAM

SCOTT WILLMAN

INVESTMENT REPRESENTATIVE
GTA/DURHAM


FINANCIAL SECURITY ADVISOR


FINANCIAL SECURITY ADVISOR

SCOTT WILLMAN

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

JAYMES WINCH
VICE PRESIDENT,
INSURANCE SOLUTIONS

JAYMES WINCH
VICE PRESIDENT,
INSURANCE SOLUTIONS

BOB BEHAN
ADVISOR

BOB BEHAN
ADVISOR

ROBERT SMITH
ADVISOR

ROBERT SMITH

ADVISOR

INVESTMENT REPRESENTATIVE

HUNTER CHAPMAN

HUNTER CHAPMAN

INVESTMENT REPRESENTATIVE

INVESTMENT REPRESENTATIVE

GREG BROWN

GREG BROWN

INVESTMENT REPRESENTATIVE

KINGSTON, ON

KINGSTON, ON

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ASSOCIATE
ADVISOR

CALEB DUNN,CIM

CALEB DUNN

ASSOCIATE
ADVISOR

 

MAY ANNE JORDENS-LAFLAMME
CLIENT SERVICE
SPECIALIST

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CANDACE CLEARY
CLIENT SERVICE SPECIALIST
 

CANDACE CLEARY

CLIENT SERVICE SPECIALIST
 

KRISTI McMULLEN
CLIENT SERVICE SPECIALIST
 

KRISTI MCMULLEN

CLIENT SERVICE SPECIALIST