Your Advisory Team

As professional wealth managers, our mission is to provide our clients peace of mind.  We accomplish this vital goal by operating with the highest more principles, honesty and trustworthiness at all times.

Gordon McCallum, CFP,CIM

Vice-President & Investment Advisor

250-356-4852 | Email me

Bruce Crowle, FCSI,CIM

Vice-President & Investment Advisor

250-356-4807 | Email me

Graeme Cathcart, B.Comm.


250-356-4885 | Email me

Chelsea Spurling, B.Sc.


250-356-4918 | Email me

Our Extended Team

Stephanie Dean                                                   

Financial Planning Consultant

Grace Lai                                                            

Will & Estate Consultant

Mickael Schmitt                                                 

Dental Practice Lending Specialist

Charlotte Ray                                                     

Mortgage Specialist
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