A leading team for decades

With a high level of integrity, professionalism, and transparency, we offer our clients complete financial peace of mind through objective and comprehensive advice.

Backed by Canada’s leading wealth management firm since 1901, we draw upon our time-tested experience to deliver exceptional service with genuine care to our clients.

Terry Cheaney photo

Terry Cheaney, CIM, FCSI, BBA

Senior Portfolio Manager


Hudson Wallace photo

Hudson Wallace, CIM, B.Comm. (Hons)

Associate Portfolio Manager


Krista Griffin photo

Krista Griffin

Associate Wealth Advisor


Wendy Colyn photo

Wendy Colyn

Senior Associate


Kelly Huculak photo

Kelly Huculak

Senior Associate


Anna Cheaney photo

Anna Cheaney, B.Comm. (Hons), MBA

Marketing Associate


Tanis Wilson photo

Tanis Wilson, B.Comm. (Hons)



Gagandeep Singh

Gagandeep Singh



Experience. Integrity. Exceptional service.

These core values are our promise to you and what you can expect from us – each and every day.

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