Our clients receive timely service and professional advice through our team approach. Our team members focus on different areas of client service, so you can get the expert assistance you need when you need it.

 


 

Nick Milau, BBA (Fin), FMA, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

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1-800-663-4664

Justin McKenzie, PFP, CIWM, FCSI

Associate Wealth Advisor

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Lori Lougheed

Associate

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Marci Hammer

Administrative Assistant

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