Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Cody McMullin, CPA, CA, CFA

Senior Investment Counsellor

Phone Number250-356-3873 | Email me | Visit Website

Joan Wiggins, MBA, CFA

Senior Investment Counsellor

Phone Number250-356-4580 | Email me | Visit Website

Lisa Dempsey, CFA

Senior Investment Counsellor

Phone Number250-356-4790 | Email me | Visit Website

Rebecca Duron, CFA

Investment Counsellor

Phone Number250-356-3861 | Email me | Visit Website