Our Team

Portfolio Manager, CFP®, CIM®, DBA, CPCA, EPC

Portfolio Manager, CFP®, CIM®

Senior Investment Advisor CFP®, CIM®

Portfolio Manager, CFP®, CIM®

Investment Advisor

Janelle Gratton

Administrative Assistant

Investment Advisor, CFP®

Vicki Nahuliak

Team Administrative Leader

Dylan Ostberg

Marketing Associate

Elaine Ross

Partner Support

Georgie Unsworth

Administrative Assistant

Saving You Time

Providing Financial Security

Constant Communication

I was hesitant to leave my long-time advisor, but making the change has been incredible. I now realize what comprehensive financial advice truly means. The change has put extra money in my pocket, enabling me to save on lawyers fees
- Richard C.

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