Tracey Carter - 204.777.6699Lori Vondyck - 204.777.6699Jeff Caligiuri - 204.777.6699Donna Holm - 204.777.6699Rochelle Allard - 204-777-6699Sandy Henley - 204.777.6699Kim Bonekamp - 204.367.9572Tammy Kunz - 204.367.9572Brad Murray - 204.367.9572Joanne Heinrichs - 204.777.6699Debbie Swieszko - 204.777.6699Sarah Bordier-Kaye - 204-777-6699Liz LeBlanc - 204.777.6699Maxine Wolitski - 204.777.6699Shannon McCrossin - 204.777.6699Deborah Barth - 204-777-6699Ron Youngson - 204-777-6699Bob Challis - 204.777.6699Carol-Ann Borody-Siemens - 204.777.6699Steve Kulyk - 204.367.9572Rob Koltek - 204.777.6699Blair Smith - 204-777-6699Chris Chornick - 204.777.6699Martin Hulme - 204.777.6699David Holm - 204.777.6699


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

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

Martin Hulme, CEBS – Partner

Chris Chornick

Chris Chornick, CFP, RHU, EPC – Partner

Jeff Caligiuri

Jeff Caligiuri, CFP, CLU, TEP – Partner

Blair Smith

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

Steve Kulyk

Steve Kulyk, CFP, CLU – Financial Planner

Rob Koltek

Rob Koltek – Benefits & Financial Advisor

Carol-Ann Borody-Siemens

Carol-Ann Borody-Siemens, B.A., CIP – Benefits Advisor

Bob Challis

Bob Challis – Financial Planner

Rob Youngson

Ron Youngson, RPA – Group Retirement Advisor

Benefits Consulting – Support Team

Debbie Barth

Deborah Barth – B. Comm (Hons) – Operations Coordinator

Shannon McCrossin

Shannon McCrossin – Group Benefits Coordinator

Maxine Wolitski

Maxine Wolitski, RPA – Group Retirement Coordinator

Liz Leblanc

Liz LeBlanc – Group Benefits Coordinator

Sarah Bordier-Kaye

Sarah Bordier-Kaye – Group Benefits Assistant


Wealth Management – Support Team

Sarah Bordier-Kaye

Rochelle Allard – Wealth Management Coordinator

Debbie Swieszko

Debbie Swieszko, ACS – Wealth Management Assistant

Lori Vondyck

Lori Vondyck – Wealth Management Assistant

Tracey Carter – Wealth Management Assistant


St. Georges Office

Tammy Kunz

Tammy Kunz – Wealth Management Assistant

Kim Bonekamp

Kim Bonekamp – Wealth Management Assistant

Corporate Support

Sandy Henley

Sandy Henley – Controller

Donna Holm

Donna Holm, B. Comm (Hons) – Marketing & Communications


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