Meet Our Team
We are your partner in life and wealth
Senior Wealth Advisor &
Assistant Branch Manager
For the past 30 years Chris has been providing personalized wealth management services to high-net-worth individuals, families, and business owners. His confident and caring approach is reflected in the client experience and in his ability to understand the unique needs and total financial picture. Chris enjoys developing strategies for his clients to help grow, preserve and transfer their wealth.
Wealth Associate
Jack started his career at Canaccord Genuity where his entrepreneurial spirit could flourish. He thrives on learning, solving problems, and passing that knowledge and experience on to others. Jack values understanding our clients’ entire financial picture and creating a plan that aligns their goals and risk tolerance. Jack looks forward to helping new and existing clients on their financial journey and supporting them in achieving their lifelong goals.
Executive Assistant
Senior Wealth Advisor Assistant
Joanne’s passion for helping people has led to a fulfilling career in client service in the financial industry for over 40 years. She works closely with our clients, assisting and supporting our team with the organizational details of financial management. Additionally, Joanne looks after our marketing initiatives for the team and branch which helps keeps her creative mind fresh.
Senior Wealth Advisor Assistant
Cathy is an experienced Executive Assistant with 35 years in the financial services industry. She provides support for client service, order execution, retirement planning, and general administration. For 20 years Cathy has been a licensed investment representative and an integral team member serving our clients.
Branch Administrator
Senior Wealth Advisor Assistant
Cynthia enjoys managing the day-to-day operations of the Waterloo Branch and particularly with our team. With nearly 30 years in the financial securities industry, she has learned to adapt to a fast-paced environment where her experience and organizational skills are essential. Cynthia enjoys interacting with our clients and assisting them with their administrative needs.