Meet the Team

Putting You First With a Team Approach

As a client, you will receive timely service and professional advice through our team approach.  Our team members focus on different areas of client service, so you get the expert assistance you need when you need it. 

Learn more about how our unique skills and experience can help your wealth management needs. 

Rebecca Puddephatt, CIM, FMA

Portfolio Manager

Phone Number613-549-6775
|
Email me

Profile of Megan Blundell

Megan Blundell, PFP, FCSI

Associate Advisor & Financial Planner

Phone Number613-549-6958
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Email me

Jennifer Stone

Senior Associate

Phone Number613-549-3236
|
Email me

Contact us

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