Halifax | Head Office Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Colin Shipp, CIM®

Matt Kempton, MBA, CFA

Maria Wagner, CFA

Diana Yap

Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Kathryn Toope

Sadie Perlstrom

Shawna Young

Dartmouth, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Matt Kempton, MBA, CFA

Amanda McKenna, CIM®

Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Tracy Hird

Laura Stewart

Sadie Perlstrom

Shawna Young

Paula Altenburg

Truro, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Colin Shipp, CIM®

Devon Laplace

Colin Smith

Amy Redmond

Laura Stewart

Juanita Plichie

Sadie Perlstrom

Shawna Young

Burlington, Ontario Team

Josh Sheluk, CFA, CFP®, CIM®

Steve Sparrow, B.A.

Diandra Camilleri, CIM®

Raj Vaidya

Arlene Purpura

Sadie Perlstrom

Shawna Young

Etobicoke, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, CFP®, CIM®

Katrina Cooke

Sadie Perlstrom

Shawna Young

Aurora, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, CFP®, CIM®

Corbin Footitt, CIM®

Sonia Ban-Psotka

Sadie Perlstrom

Shawna Young

Nelson, British Columbia Team

Ainsley Mackie, CIM®

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Sadie Perlstrom

Lisa Epp

Shawna Young

Powell River, British Columbia Team

Josh Sheluk, CFA, CFP®, CIM®

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Darren Ciarniello

Taylor Lance, B.A.

Sadie Perlstrom

Shawna Young

Executive Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Josh Sheluk, CFA, CFP®, CIM®

Steve Sparrow, B.A.

Shawna Young