Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

First and foremost, your service expects provide timely, effective support for your general wealth management needs. They are the cheerful voices who answer your call and the familiar smiles excited to greet you when you walk into our office. Behind the scenes, they are responsible for the wide range of administrative tasks that ensure our operations run smoothly: preparing documentation, booking important review meetings, coordinating the support of our wealth planning specialists and your trusted advisors, helping you navigate our online platform, supporting your tax advisor during tax season with electronic tax slips, setting up or adjusting your registered account (e.g. TFSAs) deposits – and much more.

Our team of experts

Photo of Ben Smit, Senior Wealth Advisor & Portfolio Manager, member of the team of experts.

Senior Wealth Advisor & Portfolio Manager

Photo of Paul Cescon, Wealth Advisor & Portfolio Manager, member of the team of experts.

Wealth Advisor & Portfolio Manager

Photo of Easton Trenke, Associate Wealth Advisor, member of the team of experts.

Easton Trenke

Associate Wealth Advisor

Photo of Lise Maurier, Senior Wealth Associate, member of the team of experts.

Lise Maurier, CIM

Senior Wealth Associate

Photo of Carol Kofer, Senior Wealth Associate, member of the team of experts.

Carol Kofer

Senior Wealth Associate

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Contact us

Get contact information for our team members and find out where our offices are.