Meet The Team

Portfolio Manager

Senior Investment Advisor

CFP®

CIWM

CIM®

Associate Portfolio Manager

Senior Investment Advisor

CFP®

CIM®

Investment Advisor

CIM®

B.Comm. (Hons)

Client Relationship Associate

Bachelor of Arts

Administrative Associate

Client Service Associate

Tannis Dawson

High Net Worth Planner

High Net Worth Planner

Jo-Anne Ryan

Vice President, Philanthropic Advisory Services

Estate Planning Advisor