In addition to our vast array of product and services, we have a group of in-house specialists. Our Will & Estate Consultants, Insurance Specialist, Financial Planners, Premier Bankers and Regional Trust Advisor, offer value added services, complimentary to some clients. Meet our extended team below.  
 
 
Avideh Parent
Will & Estate Consultant, LL.B., TEP
 
Joyce Burnett
Will & Estate Consultant, LL.B., TEP
 
Denny Smith
Insurance & Estate Planning Specialist
 
Abby Huang
Financial Planning Specialist, CPA, CA
 
Florence Smith
Financial Planning Specialist, CPA, CGA, CPA (Vermont USA)
 
Monica Macedo
Premier Banking Advisor
 
Shane Siemens

Premier Banking Advisor

Biography

Premier Banking Advisor Ann Edwards is retiring effective April 30, 2021.

 

Laurie Ainley
Regional Trust Advisor