Devin works with families to help them understand their motivations, build a personalized plan, and implement strategies that will help them realize their financial objectives.

Prior to working in the industry, Devin studied at Bishop’s University, where he earned a degree in mathematics and business. He has since obtained the CFA® (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations. In his spare time, Devin enjoys playing hockey, trying new foods, exploring new countries, and volunteering as a mentor for the Big Brother Big Sister of Toronto charity.

Originally from Burlington, Dylan moved to Toronto to attend Seneca College and earned an Honours Bachelor Degree in Financial Services Management. He started his career at BMO, working as a Business Development Associate/Investment Specialist, where he deepened his knowledge of product offerings and learned to excel at managing client relationships. Dylan is now a Chartered Investment Manager & CERTIFIED FINANCIAL PLANNER® professional. Dylan is actively involved in the community coaching the 18U Toronto Playgrounds DS Baseball Club & an Alumni Speaker at Seneca College. He enjoys rooting for the hometown Toronto Blue Jays & Maple Leafs and playing squash in his spare time.

Dylan is the 2020 winner of the PlanPlus Global Canadian Financial Planning Award

Shawna’s extensive background in the financial services industry began in 1997 after becoming licensed with IIROC and starting her career at Beacon Securities Ltd. Throughout her career, Shawna has held senior positions with multiple organizations in the financial services industry, including DundeeWealth, Hollis Wealth and Assante Wealth Management. 

Shawna has a reputation for achieving results with an emphasis on team development and relationships. She has a proven track record of leadership, managing corporate risk, building employee engagement, and implementing & leading the success of major corporate initiatives.

Shawna sat on IIROC’s NS District Council for eight years and served as Chairperson representing Nova Scotia on IIROC’s National Advisory Committee for 2 years.

Fun fact about Shawna that you might not know — she’s a huge Walt Disney World fan. She loves WDW for the attention to detail – from taking care of guests to honouring the past with little touches all around the parks to the completely immersive experience of being there. One of her favourite quotes is by Walt Disney, “It’s kind of fun to do the impossible” — we think that’s fitting based on her track record of getting results!

Katrina Cooke joined our team in February 2022 after spending over nine years in the retail industry as a Branding Operations Supervisor. A native of Ontario and a Fanshawe College alum, her focus in college was in Fashion Merchandising. She’s always been passionate about delivering exceptional service to customers and clients and transitioned into the financial services industry to have more of an operational role.

A problem solver and collaborative team player, Katrina is passionate about advocating for mental health in the workplace.

Katrina is an animal lover who loves spending time with her husky, Heidi! She also loves cooking and trying out new recipes in the kitchen.

Sadie has been serving our clients in Nelson since 2007. In 2016 she embarked on a new role within our team and has continued to expand her responsibilities. Her problem-solving abilities are second to none, and she has proved to be an invaluable part of our team’s success. Today, Sadie is responsible for company-wide operations as well as day-to-day management and professional development of the administrative team across Canada.

Sadie was born and raised in Nelson, BC and is a proud supporter of the community, serving as a member of the local Rotary Club and the Kootenay Swim Club. Sadie is a loving mother to Sawyer and Grayson, who are also growing up to appreciate Nelson and enjoy an active Kootenay lifestyle.