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

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613-549-6555 | LinkedIn
1-800-267-0918

Rebecca Puddephatt, FMA

Associate Advisor

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Megan Blundell, PFP

Associate

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Contact Us

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