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WEALTH
INSURANCE
ADVICE
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TALK TO AN EXPERT
OUR TEAM
EXECUTIVE
ADVISORY
CLIENT EXPERIENCE
Executve Team
WE ARE HIRING
Client Service Specialist
Executive Assistant
EXECUTIVE TEAM
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MIKE D'ALESSANDRO, CFP
PARTNER
INVESTMENT REPRESENTATIVE
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TERRY WINDREM
PARTNER
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INVESTMENT REPRESENTATIVE
DARRELL WADE, FEA
PARTNER
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REGIONAL VICE PRESIDENT
KINGSTON / EASTERN ONTARIO
PAUL BEAUVAIS,
GBA,CMA
ELIZABETH TELEKI
CHIEF OPERATING OFFICER
ELIZABETH TELEKI
CHIEF OPERATING OFFICER
LAURA KENNEDY
VICE PRESIDENT
MARKETING & COMMUNICATIONS
LAURA KENNEDY
VICE PRESIDENT
MARKETING & COMMUNICATIONS
DENISE IRWIN
EXECUTIVE ASSISTANT
TO TERRY WINDREM
DENISE IRWIN
EXECUTIVE ASSISTANT
TO TERRY WINDREM
PAM THOMPSON,
ACS, AIAA
DIRECTOR OF COMPLIANCE
& OPERATIONS
PAM THOMPSON,
ACS, AIAA
DIRECTOR OF COMPLIANCE & OPERATIONS
Advisory Team
ADVISORY TEAM
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
GROUP, LIFE & DISABILITY CONSULTANT
MATT HOWELL,CHS
MATT HOWELL, CHS
GROUP, LIFE & DISABILITY CONSULTANT
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SENIOR FINANCIAL PLANNER
JAMES BISSON
BOB BEHAN
ADVISOR
BOB BEHAN
ADVISOR
ROBERT SMITH
ADVISOR
ROBERT SMITH
ADVISOR
INVESTMENT REPRESENTATIVE
HUNTER CHAPMAN
HUNTER CHAPMAN
INVESTMENT REPRESENTATIVE
ASSOCIATE
ADVISOR
CALEB DUNN,CIM
CALEB DUNN
ASSOCIATE
ADVISOR
INVESTMENT REPRESENTATIVE
GREG BROWN
GREG BROWN
INVESTMENT REPRESENTATIVE
KINGSTON, ON
KINGSTON, ON
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ASSOCIATE ADVISOR
ZACH BARR
CLIENT EXPERIENCE TEAM
Client Experience
MAY ANNE JORDENS-LAFLAMME
CLIENT EXPERIENCE
SPECIALIST
CANDACE CLEARY
EXECUTIVE ASSISTANT
CANDACE CLEARY
CLIENT SERVICE SPECIALIST
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CLIENT EXPERIENCE SPECIALIST
MELISSA BRAIDO
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TECHNICAL INTEGRATION SPECIALIST
LOLA EDWARD-AJAYI
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EXECUTIVE ASSISTANT
SARAH EUBANKS
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CLIENT EXPERIENCE SPECIALIST
YVONNE YORK
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EXECUTIVE ASSISTANT
TIFFANY JACOBS
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ADMINISTRATIVE ASSISTANT
JACLYN CROSS
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CLIENT CONCIERGE
JESSICA MACKAY
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