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. 


Sandy Lebert, FCSI

Senior Portfolio Manager

613-549-6555 | LinkedIn

Rebecca Puddephatt, FMA

Associate Advisor


Megan Blundell, PFP



Contact Us

Please complete the following form if you would like us to contact you. Required fields are marked with an "*".

Please be advised that any information sent through this Contact Us page is not considered secure and privacy can not be ensured. Therefore, we ask that you not include any confidential information such as bank account numbers, credit card numbers, or other account details.
*Required fields