Halifax | Head Office Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Matt Kempton, MBA, CFA

Maria Wagner, CFA

Diana Yap

Colin Shipp, CIM®

Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Shawna Young

Kathryn Toope

Sadie Perlstrom

Dartmouth, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Matt Kempton, MBA, CFA

Amanda McKenna, CIM®

Richard W. Fewell, CPA, CMA, CFA, CBV, MBA

Shawna Young

Tracy Hird

Jasmine Setia

Sadie Perlstrom

Laura Stewart

Paula Altenburg

Truro, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Shawna Young

Amy Redmond

Colin Smith

Juanita Plichie

Sadie Perlstrom

Laura Stewart

Burlington, Ontario Team

Josh Sheluk, CFA, CFP®, CIM®

Steve Sparrow, B.A.

Diandra Camilleri, CIM®

Raj Vaidya

Shawna Young

Arlene Purpura

Sadie Perlstrom

Etobicoke, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, CFP®, CIM®

Shawna Young

Katrina Cooke

Sadie Perlstrom

Aurora, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, CFP®, CIM®

Sonia Ban-Psotka

Shawna Young

Sadie Perlstrom

Nelson, British Columbia Team

Ainsley Mackie, CIM®

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Shawna Young

Sadie Perlstrom

Lisa Epp

Powell River, British Columbia Team

Josh Sheluk, CFA, CFP®, CIM®

Colin White, CPA, CMA, CFP®, CIM®

Darren Ciarniello

Taylor Lance, B.A.

Daniel LeBlanc, CFP ®, CIM ®

Crystal Kok

Shawna Young

Sadie Perlstrom

Executive Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Josh Sheluk, CFA, CFP®, CIM®

Steve Sparrow, B.A.

Shawna Young