Our Team

Educational Background: After graduating from the University of Ottawa in 1995 with a degree in Political Science, Janet completed the Account Executive Training School offered by Money Concepts Upper...

Patricia Valente joined our team over 19 years ago, and assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Patricia has successfully completed the “...

Brandi joined our office in April of 2006 and has proven to be a true asset to our Financial Services Team. Brandi provides administrative and client service support. She is a graduate of St. Lawrence...

Robyn joined our team in December of 2014. She assists in all aspects of preparing and administrating client portfolios and mutual fund transactions. Robyn has successfully completed the "Canadian Inv...

Joining our team in May of 2017, Bianca shows great attention to detail when it comes to her job of assisting the financial planners with administrative and client services. Her efficient and effectiv...