Todd Kennedy, CIM, FCSI

Vice President & Portfolio Manager

613-566-4582 | Email me

Corrie Cassalman, CFP, CIM, B.Comm.

Associate Wealth Advisor & Financial Planner

613-566-2032 | Email me

Our Experts

Todd and Corrie work very closely with a number of professionals who are experts in different areas. Some of the experts are: 

Joseph Power, B.A, LL.B- Vice President, Will & Estate Consultant
Michael Keyes, B.Comm, CLU, CFP- Vice President and Estate Planning Specialist
Tom Bryan, CFP, CLU - Estate Planning Specialist
 
Professional Referrals
 
The best results are achieved working in partnership with a team of professionals with expertise in other areas related to the management of your wealth. This includes legal, accounting and banking professionals.
 
If you have an existing relationship with professionals in these areas, we will be happy to work with them to ensure we're all on the same page. If you require a referral, we are happy to offer you access to our extensive professional network.