Our
Team
Executives
Shawna Young
Chief Compliance Officer
27 Years
Specializing in:
Regulations, Risk Management
Steve Sparrow, CIM®
Portfolio Manager & COO
30+ Years
Specializing in:
Operations, Portfolio Management
Josh Sheluk, CFA, CFP®, CIM®
Portfolio Manager & CIO
12 Years
Specializing in:
Financial Planning, Portfolio Management
Daniel LeBlanc, CFP ®, CIM ®
Portfolio Manager & CFO
30+ Years
Specializing in:
Financial Planning, Portfolio Management, Tax Planning
Colin White, CPA®, CFP®, CIM®
Portfolio Manager & CEO
30+ Years
Specializing in:
Financial Planning, Portfolio Management
Directory
Insurance Advisor | Mortgage Agent Level 1
Specializing in:
Insurance, Mortgage ServicesManager, Taxation
Specializing in:
Financial Planning, Tax Planning, Tax PreparationWealth Administrator, Marketing Coordinator
Specializing in:
Account Administration, Marketing