We’re here to listen to your story, make sense of your financial world, and build your wealth with your personal goals in mind.

 

Our team of expert advisors takes pride in making your wealth feel simple. Whether you’re running a business, organizing an estate, or just managing personal wealth, we will tailor an easy-to-follow plan that brings you closer to your goals.

Brendan Somers, CIM, B.Comm.

Investment Advisor

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250-338-0496 | LinkedIn
1-800-668-2177

Charlene Cameron

Senior Associate Advisor

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250-338-0496
1-800-668-2177