A team you can trust

With extensive industry experience along with experience in starting, running, and selling a business, our team has a shared philosophy: to be their along all our client's financial path, no matter what that may look like. We have the team to handle complex situations, and leverage the expertise of our extended team to build a path and handle any challenges you may face along the way.

Josh Opheim

Josh Opheim, B.Comm. (Fin)

Assistant Branch Manager & Investment Advisor

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306-956-5252 | LinkedIn
1-800-785-4722

Jonny Bell, B.Comm. (Fin), B.Sc.

Associate

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306-956-5252 | LinkedIn
1-800-785-4722