We come to work every day to create a unique, unparalleled experience for every client we serve


In our experience, that means working together seamlessly – whether our specialty is economic analysis or administrative management – to ensure you remain on track to accomplishing your goals, enjoy all life has to offer today, and receive the highest standard of service excellence.

Rhonda Hymers

Rhonda Hymers, CFP, CIWM, CIM, FCSI, FEA

Senior Portfolio Manager, Wealth Advisor & Financial Planner

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Rossellen (Rossi) Wiltse

Rossellen (Rossi) Wiltse, CFP, CIM, FCSI, FEA

Wealth Advisor & Financial Planner

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Darren Zalay, CFA

Associate Investment Advisor

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Kuan Ho

Kuan Ho, CFA

Associate Portfolio Manager

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Financial Planners & Wealth Associates


Kirsten Astren

Kirsten Astren, B.Comm., PFP

Associate Wealth Advisor & Financial Planner

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Kaitlyn Rihel, BA

Associate Wealth Advisor

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Jonathan Wong, CPA, CA, CFP

Financial Planning Specialist

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Your client experience team


We pride ourselves on setting the highest industry standard for service excellence, while also delivering the best wealth solutions. Our clients become an important part of our lives, and we want every interaction they have with us to remind them of that. Our five dedicated service specialists make that possible.

First and foremost, these service experts provide timely, effective support for your general wealth management needs. They are the cheerful voices who answer your call and the familiar smiles excited to greet you when you walk into our office. Behind the scenes, they are responsible for the wide range of administrative tasks that ensure our operations run smoothly: preparing documentation, booking important review meetings, coordinating the support of our wealth planning specialists and your trusted advisors, helping you navigate our online platform, supporting your tax advisor during tax season with electronic tax slips, setting up or adjusting your registered account (e.g. TFSAs) deposits – and much more.

Marnie Laing, B.Sc.

Associate

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Jennifer Duggan

Associate

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Allyson Bornau

Allyson Bornau

Administrative Assistant

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Savannah Scott

Savannah Scott

Administrative Assistant

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Darlene La Valley

Darlene La Valley

Client Experience Associate

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Callum Hymers

Callum Hymers

Business Development Lead

Be your finances complex, your career unconventional, or your goals ambitious, our team is equipped to deliver the best in wealth management and service excellence.