Team-oriented, client-focused

We are committed to delivering you an exceptional client experience through close collaboration with each other and our partners. We truly believe our individual backgrounds, experiences, and skill sets make us stronger as a team.

Relationship managers

Jay Elinesky.

Jay Elinesky, FMA, CIM

Senior Portfolio Manager

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Tom Schuett.

Tom Schuett, MBA, CIM

Senior Portfolio Manager

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Karie Huisman.

Karie Huisman, PFP

Associate Investment Advisor

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Jennifer Goody-Brown.

Jennifer Goody-Brown, PFP

Associate Investment Advisor

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Operations

Rishan Sathasivam.

Rishan Sathasivam, CPA, CA

Team Lead, People and Operations

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Financial Planning

Elvis Henrique.

Elvis Henrique, BA, CFP, FMA, FCSI

Financial Planner

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Marketing

Andy Baskerville.

Andy Baskerville

Marketing Lead

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Experienced associate team

Jennifer Tennant.

Jennifer Tennant

Associate

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Debbie Pelkie.

Debbie Pelkie

Associate

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Rebecca Dal Bello.

Rebecca Dal Bello

Associate

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Courtney Greggain.

Courtney Greggain

Associate

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Liam (Boston) Coffey.

Liam (Boston) Coffey

Trading Associate

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April Plecke.

April Plecke

Associate

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Stephanie Panek.

Stephanie Panek

Client Experience Associate

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Bryan Folkema.

Bryan Folkema, CIM

Investment Associate

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Carl Finnigan.

Carl Finnigan

Associate

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Jay Elinesky.

Jay Elinesky, B. Admin (Econ), FMA, CIM

Senior Portfolio Manager

Tom Schuett.

Tom Schuett, B.Comm. (Hons), MBA, CIM

Senior Portfolio Manager

Headshot of Karie Huisman.

Karie Huisman, PFP

Associate Investment Advisor

Headshot of Jennifer Goody-Brown

Jennifer Goody-Brown, B.Comm., PFP

Associate Investment Advisor

Headshot of Rishan Sathasivam

Rishan Sathasivam, CPA, CA

Team Lead, People and Operations

Headshot of Elvis Henrique

Elvis Henrique, BA, CFP, FMA, FCSI

Financial Planner

Andy Baskerville

Marketing Lead

Headshot of Jennifer Tennant

Jennifer Tennant

Associate

Headshot of Debbie Pelkie

Debbie Pelkie

Associate

Headshot of Rebecca Dalbello

Rebecca Dal Bello

Associate

Headshot of Courtney Greggain

Courtney Greggain

Associate

Headshot of Liam (Boston) Coffey

Liam (Boston) Coffey

Investment Associate

Headshot of April Plecke

April Plecke

Associate

Headshot of Stephanie Panek

Stephanie Panek

Client Experience Associate

Headshot of Bryan Folkema

Bryan Folkema, CIM

Investment Associate

Headshot of Carl Finnigan

Carl Finnigan

Associate