Management Team

Josh Sheluk, CFA, CFP®, CIM®

Devin Cattelan, Hons. BSc, CFA® CFP®

Colin White, CPA, CMA, CFP®, CIM®

Steve Sparrow, B.A.

Daniel LeBlanc, CFP ®, CIM ®

Sadie Perlstrom

Dartmouth, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Amanda McKenna

Colin Shipp

Tracy Hird

Laura Stewart

Simone McShane

Kathryn Toope

Paula Altenburg

Truro, Nova Scotia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Amy Redmond

Colin Smith

Juanita Plichie

Amanda Hyldig

Burlington, Ontario Team

Josh Sheluk, CFA, CFP®, CIM®

Steve Sparrow, B.A.

Luciana Yamada

Theo Medve

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Raj Vaidya

Arlene Purpura

Etobicoke, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, Hons. BComm, CFP®

Mitchell Silber,PFP®, CIM®, CEA®, FCSI® 

Klaudio Kalari

Katrina Cooke

Aurora, Ontario Team

Devin Cattelan, Hons. BSc, CFA® CFP®

Dylan Wilson, Hons. BComm, CFP®

Jason Chan

Powell River, British Columbia Team

Taylor Lance, B.A.

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Josh Sheluk, CFA, CFP®, CIM®

Gina Pellegrin

Crystal Kok

Nelson, British Columbia Team

Colin White, CPA, CMA, CFP®, CIM®

Daniel LeBlanc, CFP ®, CIM ®

Ainsley Mackie, CIM®

Sadie Perlstrom

Lisa Epp

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