WEALTH
INSURANCE
ADVICE
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TALK TO AN EXPERT
OUR TEAM
EXECUTIVE
ADVISORY
CLIENT EXPERIENCE
WE ARE HIRING
Client Service Specialist
Executive Assistant
EXECUTIVE TEAM
INVESTMENT REPRESENTATIVE
MIKE D'ALESSANDRO, CFP
PARTNER
MIKE D'ALESSANDRO, CFP
PARTNER
INVESTMENT REPRESENTATIVE
TERRY WINDREM
PARTNER
TERRY WINDREM
PARTNER
DARRELL WADE, FEA
PARTNER
DARRELL WADE, FEA
PARTNER
INVESTMENT REPRESENTATIVE
INVESTMENT REPRESENTATIVE
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
CHIEF COMPLIANCE OFFICER
PAM THOMPSON,
ACS, AIAA
CHIEF COMPLIANCE
OFFICER
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
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
ASSOCIATE
ADVISOR
CALEB DUNN,CIM
CALEB DUNN
ASSOCIATE
ADVISOR
CLIENT EXPERIENCE TEAM
MAY ANNE JORDENS-LAFLAMME
CLIENT SERVICE
SPECIALIST
CANDACE CLEARY
CLIENT SERVICE SPECIALIST
CANDACE CLEARY
CLIENT SERVICE SPECIALIST
KRISTI McMULLEN
CLIENT SERVICE SPECIALIST
KRISTI MCMULLEN
CLIENT SERVICE SPECIALIST
