Our Extended Team

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Rebecca Henri, CFP, TEP

Financial Planning Specialist


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Catherine Nicholls, LL.B, TEP

Vice-President & Will & Estate Consultant


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Suzanne Schultz, CPA, CA, CFP

Vice-President & Estate Planning Specialist


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Grant Henri, CFP, PFP, F.Pl., TEP

Vice-President, High Net Worth Planning Services


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Bobby Hinduja, CPA, CA, CBV

Vice-President & Business Owner Specialist