Jason Easton, MBA, FMA, FCSI, CFP

Senior Portfolio Manager & Wealth Advisor

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250-356-4880 | LinkedIn
1-888-773-4477

Sarah Pettinger, CFP

Associate Wealth Advisor & Financial Planner

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250-356-4880
1-888-773-4477

Vanessa Harms, CIM

Associate Investment Advisor

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250-356-4880
1-888-773-4477

Naaz Ali

Administrative Assistant

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Our Extended Team

Advisor

Grace Lai, BA, LL.B

Will & Estate Consultant, RBC Family Office Services


Advisor

Gali Gelbart, B.Sc., LL.B, TEP

Will & Estate Consultant, RBC Family Office Services


Advisor

Tim Greengoe, BA, MBA, CFP®, CLU, CHS

Vice-President & Estate Planning Specialist, RBC Wealth Management Financial Services Inc.


Advisor

Jessica Butler

Premier Banking Advisor, RBC Royal Bank


Advisor

Zora Booker, CPA, CGA, MBA, TEP

Vice President, Business Owner Specialist, RBC Family Office Services