Professionals at your service


Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.

Graham Hill

Graham Hill, CFP, CIM, BBA

Senior Portfolio Manager


Tara Medeiros

Tara Medeiros, CIM

Portfolio Manager

Jeffrey K. Jones

Jeffrey K. Jones, B.Sc., CIM

Investment Advisor

Matthew Watson

Matthew Watson, B.Eng., CIM, CFP

Associate Wealth Advisor & Financial Planner

Joal Eagleson

Joel Eagleson, BA, FMA, CIM

Associate Advisor

Heather Brown

Heather Brown


Katelyn Wilson

Katelyn Wilson

Administrative Assistant

Lisa Lapointe

Lisa Lapointe

Administrative Assistant

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