OUR TEAM

We have an amazing team, and we appreciate how important that is. Unlike most advisory firms in the country, we have a rather large team because we refuse to compromise on delivering great work, and because we also know that the future of a company is always the result of what the people in it are doing. We have great people doing a great job.

Partners and Advisors

David Holm, CFP, CLU, CH.F.C. – Managing Partner

Martin Hulme, CEBS – Partner, Benefits Consulting

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

Chris Chornick, CFP, RHU, EPC – Partner, Financial Planner

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

Tim Rollins, CFP, CIM – Financial Planner

Steve Kulyk, CFP, CLU – Financial Planner (St. Georges)

Kimberlee K. Morgan, CFP, B.Comm – Financial Planner (Sioux Lookout)

Rob Koltek – Consultant

Gerry Matte, RFP – Financial Planner

Doug Menzies, CLU, CH.F.C.- Financial Planner

Benefits Consulting – Support Team

Kim Comeault – Director, Benefits Consulting

Shannon McCrossin – Group Benefits Coordinator

Liz LeBlanc – Group Benefits Coordinator

Kayla Timlick – Group Retirement Coordinator

Sarah Bordier-Kaye – Group Benefits Assistant

Reyn VonDyck – Group Retirement Assistant

Wealth Management – Support Team

Lori VonDyck – Wealth Management Assistant

Tracey Carter – Wealth Management Assistant

Anna Fast – Wealth Management Assistant

Laura Paul – Wealth Management Assistant

Kim Leroy – Wealth Management Assistant

St. Georges Office

Kim Bonekamp – Wealth Management Assistant

Evan Kulyk – Wealth Management Assistant

Corporate Support

Deborah Barth – B. Comm (Hons) – Director, Operations

Sandy Henley – Controller