Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Sidney branch teams.

Allan R. Green

Senior Wealth Advisor

Phone Number250-655-2595 | Email me | Visit Website

Mike Verran, B.Sc, CFP, CIM

Senior Portfolio Manager & Wealth Advisor

Phone Number250-655-2886 | Email me | Visit Website

Radko Lamac, B.A. Econ., CIM

Portfolio Manager & Investment Advisor

Phone Number250-655-2888 | Email me | Visit Website

Rhea McFarlane, CFP, PFP

Investment Advisor & Financial Planner

Phone Number250-655-2556 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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