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

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®

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®

Amanda Smart

Raj Vaidya

Arlene Purpura

Sadie Perlstrom

Shawna Young

Etobicoke, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, CFP®, CIM®

Daniel DiCarlo

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