Our Team

We understand the importance of working with trusted advisors and consultants, supported by a dedicated team that is always striving to find solutions. We’re proud of our team and the enduring relationships they have built and continue to nurture.

Anna Fast

Anna Fast

Wealth Management Assistant
Blair Smith

Blair Smith

CFP, CLU, CH.F.C., TEP – Financial Planner

EXPLORE BIO
Chris Chornick

Chris Chornick

CFP, RHU, EPC – Partner, Financial Planner

EXPLORE BIO
Daniel Mortimer

Daniel Mortimer

Director of Finance
David Holm

David Holm

CFP, CLU, CH.F.C. – Managing Partner

EXPLORE BIO
Deborah Barth

Deborah Barth

B. Comm (Hons) – Director, Operations
Doug Menzies

Doug Menzies

CLU, CH.F.C. - Financial Planner

EXPLORE BIO
Evan Kulyk

Evan Kulyk

Wealth Management Assistant (St. Georges)
Gerry Matte

Gerry Matte

RFP - Consultant
Jared Unrau

Jared Unrau

Benefits Consultant

EXPLORE BIO
Jeff Caligiuri

Jeff Caligiuri

CFP, CLU, TEP, CHS – Partner, Wealth Management

EXPLORE BIO
Kayla Timlick

Kayla Timlick

Group Retirement Coordinator
Kim Leroy

Kim Leroy

Wealth Management Assistant
Laura Paul

Laura Paul

Wealth Management Assistant
Liz Leblanc

Liz Leblanc

Group Benefits Coordinator
Lori VonDyck

Lori VonDyck

Wealth Management Assistant
Martin Hulme

Martin Hulme

CEBS - Partner, Benefits Consulting

EXPLORE BIO
Maureen Evan

Maureen Evan

Wealth Management Assistant
Reyn VonDyck

Reyn VonDyck

Group Retirement Assistant
Sandy Henley

Sandy Henley

Controller
Sarah Bordier-Kaye

Sarah Bordier-Kaye

Group Benefits Assistant
Shannon McCrossin

Shannon McCrossin

Group Benefits Coordinator
Shaun Merkel

Shaun Merkel

CFP, RIS – Financial Planner

EXPLORE BIO
Steve Kulyk

Steve Kulyk

CFP, CLU – Financial Planner

EXPLORE BIO
Tim Rollins

Tim Rollins

CFP, CIM – Financial Planner

EXPLORE BIO
Tracey Carter

Tracey Carter

Wealth Management Assistant

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