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OUR TEAM

Executve Team

WE ARE HIRING

EXECUTIVE TEAM

MIKE D'ALESSANDRO, CFP

PARTNER

INVESTMENT REPRESENTATIVE

MIKE D'ALESSANDRO, CFP PARTNER
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TERRY WINDREM
PARTNER

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INVESTMENT REPRESENTATIVE

DARRELL WADE, FEA
PARTNER

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ELIZABETH TELEKI
CHIEF OPERATING OFFICER

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

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REGIONAL VICE PRESIDENT 
KINGSTON / EASTERN ONTARIO

LAURA KENNEDY

LAURA KENNEDY
VICE PRESIDENT
MARKETING & COMMUNICATIONS

LAURA KENNEDY
VICE PRESIDENT
MARKETING & COMMUNICATIONS

DENISE IRWIN

DENISE IRWIN
EXECUTIVE ASSISTANT
TO TERRY WINDREM

DENISE IRWIN
EXECUTIVE ASSISTANT
TO TERRY WINDREM

PAM THOMPSON, ACS, AIAA

PAM THOMPSON,
ACS, AIAA

DIRECTOR OF OPERATIONS & COMPLIANCE 

PAM THOMPSON,
ACS, AIAA

DIRECTOR OF COMPLIANCE & OPERATIONS 

Advisory Team
SCOTT WILLMAN

INVESTMENT REPRESENTATIVE
GTA/DURHAM

SCOTT WILLMAN

INVESTMENT REPRESENTATIVE
GTA/DURHAM


FINANCIAL SECURITY ADVISOR


FINANCIAL SECURITY ADVISOR

SCOTT WILLMAN

JASON BEGG, CFP, CHS

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

FINANCIAL PLANNER

JAYMES WINCH

JAYMES WINCH
VICE PRESIDENT,
INSURANCE SOLUTIONS

JAYMES WINCH
VICE PRESIDENT,
INSURANCE SOLUTIONS

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GROUP, LIFE & DISABILITY CONSULTANT

MATT HOWELL,CHS

MATT HOWELL, CHS

GROUP, LIFE & DISABILITY CONSULTANT

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SENIOR FINANCIAL PLANNER

BOB BEHAN

BOB BEHAN
ADVISOR

BOB BEHAN
ADVISOR

ROBERT SMITH

ROBERT SMITH
ADVISOR

ROBERT SMITH

ADVISOR

HUNTER CHAPMAN

INVESTMENT REPRESENTATIVE

HUNTER CHAPMAN

HUNTER CHAPMAN

INVESTMENT REPRESENTATIVE

GREG BROWN

FINANCIAL ADVISOR 
 

GREG BROWN

GREG BROWN

INVESTMENT REPRESENTATIVE

KINGSTON, ON

KINGSTON, ON

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ASSOCIATE ADVISOR

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ASSOCIATE ADVISOR

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ASSOCIATE ADVISOR

Client Experience

MAY ANNE JORDENS-LAFLAMME
CLIENT EXPERIENCE 
SPECIALIST

CANDACE CLEARY

CANDACE CLEARY
EXECUTIVE ASSISTANT
 

CANDACE CLEARY

CLIENT SERVICE SPECIALIST
 

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CLIENT EXPERIENCE SPECIALIST

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TECHNICAL INTEGRATION SPECIALIST

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EXECUTIVE ASSISTANT

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CLIENT EXPERIENCE SPECIALIST

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EXECUTIVE ASSISTANT

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ADMINISTRATIVE ASSISTANT

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CLIENT CONCIERGE

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