Denis Galbraith

Vice-President & Investment Advisor

705-725-8038 | Email me

Denis has over 30 years of experience in the investment industry and has been recognized consistently throughout his career with various awards and achievements.  He graduated from the University of Western Ontario with a bachelor of arts degree.  He is married with two children and enjoys the outdoors, skiing, hockey, hiking and boating.  He is the founder and board member of YouthReach Barrie. 


Brett Galbraith

Investment Advisor

705-725-7841 | Email me

Brett has been working in the investment industry for over 10 years, with experience from some of the largest banks and investment firms globally and in Canada. He completed his Bachelor of Science in Finance at Florida Gulf Coast University. He earned many national awards as a member and captain of the university hockey team. Outside of the office, He can be found serving the community as the current Treasurer of the Board at the Barrie Food Bank. He is happy to be back in his hometown of Barrie with his wife and two daughters.

Lloyd Lawrence, CPA, CA


705-725-8497 | Email me

Lloyd has 40 years of senior-level experience working in finance, much of it in public accounting, including audit, taxation, client financial management advice and business planning.  An active member of the community, he has held numerous board positions such as chairman of the Royal Victoria Hospital Regional Healthcare Center and the Royal Victoria Hospital of Barrie Foundation; director and treasurer of Muscular Dystrophy Canada; director of Albarrie Canada Limited; and majority shareholder, director and CFO of Horseshoe Resort.


Brenda Lennon, FCSI

Associate Wealth Advisor

705-725-8096 | Email me

Brenda specializes in client service and has over 25 years of experience in the investment industry.  She has worked with Denis for 20 years and with Lloyd for five, and has been a Fellow of the Canadian Securities Institute since 1987.  Brenda works closely with accountants and other outside professionals to help the team's clients reach their goals.


Nicole Blanchard


705-725-7832 | Email me

Nicole is the newest member of our team joining us in July of 2019. She is passionate about and dedicated to delivering exceptional client service. She will be handling administrative tasks as well as servicing client inquiries. She has extensive experience and education in business management and finance as well as comprehensive knowledge of financial account management and office administration.