EXECUTIVE TEAM

 

INVESTMENT REPRESENTATIVE

MIKE D'ALESSANDRO, CFP

PARTNER

TERRY WINDREM

PARTNER

INVESTMENT REPRESENTATIVE

DARRELL WADE, FEA

PARTNER

TO MIKE D'ALESSANDRO

PENELOPE SAUVE-ST-MARTIN

EXECUTIVE ASSISTANT

DENISE IRWIN

EXECUTIVE ASSISTANT

TO TERRY WINDREM

 

ADVISORY TEAM

INVESTMENT REPRESENTATIVE

SCOTT WILLMAN
FINANCIAL SECURITY ADVISOR

ROBERT SMITH
ADVISOR

INVESTMENT REPRESENTATIVE

JASON BEGG, CFP, CHS

FINANCIAL PLANNER

PAM HASTINGS

CLIENT RELATIONS

CO-ORDINATOR

WEALTH MANAGEMENT TEAM

 

INVESTMENT REPRESENTATIVE

DALLAS DECARLO
DIRECTOR OF WEALTH MANAGEMENT

PAM THOMPSON, ACS, AIAA
CHIEF COMPLIANCE OFFICER

DYLAN WADE

FINANCIAL PLANNER

JENNY KENNEDY

CLIENT SERVICE SPECIALIST

 

RISK MANAGEMENT TEAM

JAYMES WINCH
DIRECTOR OF RISK MANAGEMENT

BOB BEHAN
ADVISOR

KRISTI McMULLEN

CLIENT SERVICE COORDINATOR
 

 

OPERATIONS TEAM

ELIZABETH TELEKI
CHIEF OPERATING OFFICER

ANGIE FORESTELL
RECEPTIONIST

DEVON GIRARD
DIRECTOR OF MARKETING & COMMUNICATIONS

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Investment Representatives for

Quadrus Investment Services Ltd.

Mortgage referrals and insurance products, including segregated fund policies are offered through Park Place Financial Ltd., and Investment Representatives  Mike D’Alessandro and Darrell Wade, Jason Begg, Scott Willman and Dylan Wade offer mutual funds through Quadrus Investment Services Ltd.