Our Team

Thomas Ryan
CFP®, B.Com.

Marc Lamontagne
CFP®, CIM®

David Burnie
MBA, CFP, FCSI

Chris Ryan
CFP®, CFA®

Chris Ferris
CFP®, CFA®

Heather Clarke
Chartered Professional Accountant

Phil Drouin
CFP®

Jay Saspara
Financial Planning Associate
Get Started With A
No-Obligation Initial Consultation!
Do not hesitate to contact us for a no-obligation initial consultation. We look forward to hearing from you.