Each member of our team is driven by a shared mantra: to deliver the highest level of client service. We pride ourselves on the strong relationships we build with clients. We have a long-standing reputation for fast response times, attention to detail, and a sincere level of care for our clients and their goals. We also place a great deal of value in educating our clients on the investment management process, providing rational and clear thinking in a world that is, at times, far from it.

Together, we have a diverse variety of financial backgrounds, which helps us provide comprehensive solutions that incorporate every facet of wealth management, from investment management to financial planning.

David Wells, CFA

Vice-President & Director, Portfolio Manager

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Fraser Wells, CFA, CFP®

Associate Wealth Advisor

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Erica Clifford

Associate Advisor

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Michael White

Associate Advisor

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