We're as big on process as we are on people


We understand that financiall terms and market dynamic can be tough to grasp (and a little dry) for many people. But, wether or not the details are your cup of tea, our team of mature professionals works diligently to help clients achieve their financial goals. It's a privilege to know and serve our clients for decades. Seeing their next generation come through our door is the ultimate compliment. 

Luc Perron

Luc Perron, CFA

Senior Portfolio Manager & Wealth Advisor

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1-800-267-7680 | LinkedIn

Cheryl Rogers

Cheryl Rogers, CFP, CIWM, CIM, FCSI

Senior Portfolio Manager & Investment Advisor

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Irene Warner

Irene Warner, PFP

Associate Wealth Advisor

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Belinda Windover

Belinda Windover

Associate

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613-564-4801

Diane Spurr

Diane Spurr

Associate Wealth Advisor

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613-564-4801
1-800-267-7680