Howard Tingley, BBA, CIM

Senior Portfolio Manager & Wealth Advisor

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Jeff Mahoney, CPA, CA, CFP, CIM

Portfolio Manager & Investment Advisor

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Philippe Cyr, CFP®, CIM

Portfolio Manager & Wealth Advisor

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Jessica Berry, CFP, CIM

Associate Wealth & Investment Advisor

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Ryan Reid, CPA, CIM

Associate Wealth & Investment Advisor

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Melanie Price

Associate Advisor

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Ryan Belong

Associate Advisor

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Angela Stuart

Angela Stuart

Team Operations Manager

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Joe Linthorne

Senior Associate

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Linh Tran-MacDonald

Administrative Assistant

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James Tran-MacDonald

Administrative Assistant

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