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. – Partner
Chris Chornick, CFP, RHU, EPC – Partner
Jeff Caligiuri, CFP, CLU, TEP – Partner
Blair Smith, CFP, CLU, CH.F.C, TEP – Financial Planner
Steve Kulyk, CFP, CLU – Financial Planner
Rob Koltek – Benefits & Financial Advisor
Carol-Ann Borody-Siemens, B.A., CIP – Benefits Advisor
Bob Challis – Financial Planner
Ron Youngson, RPA – Group Retirement Advisor
Benefits Consulting – Support Team
Deborah Barth – B. Comm (Hons) – Operations Coordinator
Shannon McCrossin – Group Benefits Coordinator
Maxine Wolitski, RPA – Group Retirement Coordinator
Liz LeBlanc – Group Benefits Coordinator
Sarah Bordier-Kaye – Group Benefits Assistant
Wealth Management – Support Team
Rochelle Allard – Wealth Management Coordinator
Debbie Swieszko, ACS – Wealth Management Assistant
Lori Vondyck – Wealth Management Assistant
Tracey Carter – Wealth Management Assistant
St. Georges Office
Tammy Kunz – Wealth Management Assistant
Kim Bonekamp – Wealth Management Assistant
Corporate Support
Sandy Henley – Controller
Donna Holm, B. Comm (Hons) – Marketing & Communications
