Financial Planning
The financial planning team provides private client strategies for financial, estate, business succession, tax and philanthropic planning. Registered with the Mutual Fund Dealers Association of Canada (MFDA), our financial planners provide clients with mutual funds, insurance solutions and a range of wealth management consulting services.
The management team is focused on supporting our financial planners with simple processes, personalized attention and a fun working environment. While continuing to expand our range of client solutions, the financial planning management team is seeking to grow with an acquisition strategy.
Wade Lawrence, President
Cathy Gordon, Distribution Support Manager
Agnes Morrison, Compliance Officer
Dale Hrycaiko, Dealer Services Manager
Deanna Tomlenovich, Business Development Manager