
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)
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