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About Us

Our client's financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.


Paul Jackson

Paul Jackson

BA, CFP, CLU, RHU

Jason Bergen

Jason Bergen

CFP

Kirk Dzaman

Kirk Dzaman

EPC


Craig Lehr

Craig Lehr

B.Ed, Ch.FP

Brandon Fleenor

Brandon Fleenor

CFP

Jerome Bates

Jerome Bates

CFP, B.Eng, CD

Office Support Staff


Laura Dolby

Laura
Dolby

CGA, Processing Clerk & Accounting

Jodi Bethune

Jodi
Bethune

Processing
Clerk

Chantal Materi

Chantal Materi

Client Services