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, FMA, CIM

Senior Portfolio Manager

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Tom Schuett, MBA, CIM

Senior Portfolio Manager

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Karie Huisman, PFP

Associate Investment Advisor

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Jennifer Goody-Brown, PFP

Associate Investment Advisor

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Operations

Rishan Sathasivam, CPA, CA

Team Lead, People and Operations

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Financial Planning

Deborah McLeish, CFP

Associate Wealth Advisor & Financial Planner

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Marketing

Andy Baskerville

Marketing Lead

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Experienced associate team

Jennifer Tennant

Associate

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Debbie Pelkie

Associate

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Rebecca Dal Bello

Associate

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Courtney Greggain

Associate

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Liam (Boston) Coffey

Trading Associate

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Debbie Odorico

Associate Advisor

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Stephanie Panek

Client Experience Assistant

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Headshot of Jay Elinesky

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

Senior Portfolio Manager

Headshot of 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 Deborah McLeish

Deborah McLeish, CFP

Associate Wealth Advisor & Financial Planner

Headshot of Andy Baskerville

Andy Baskerville

Marketing Lead

Headshot of Jennifer Tennant

Jennifer Tennant

Associate

Headshot of Debbie Pelkie

Debbie Pelkie

Associate

Headshot of Rebecca Dal Bello

Rebecca Dal Bello

Associate

Headshot of Courtney Greggain

Courtney Greggain

Associate

Headshot of Liam Coffey

Liam (Boston) Coffey

Trading Associate

Headshot of Debbie Odorico

Debbie Odorico

Associate Advisor

Headshot of Stephanie Panek

Stephanie Panek

Client Experience Assistant