As our client you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you get the expert assistance you need when you need it.

Brian Cunliffe

Vice-President & Portfolio Manager

Email me

Jason Hicks, CFP, CIM, FMA, FCSI

Portfolio Manager & Investment Advisor

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Sandra Brown, CFP

Associate Investment Advisor

519-675-2054 | Email me

Kirsten Brandt


519-675-2036 | Email me

Shelby Mackenzie

Administrative Assistant

519-675-2004 | Email me