Meet our passionate puzzle solvers.
Your navigators and confidants.
In addition to volunteering for their favourite causes, they work well outside their functional areas, thereby increasing their critical thinking skills and financial expertise.
CLICK TO LEARN MORE ABOUT TEAM MEMBERS...
Aaron West
Wealth Strategist, Partner
Angela Lee
Financial Planner
Brent Knight
Business Development
Cole Dunlop
Marketing Coordinator
Craig Rieger
Group Benefits & Health Strategist
Daniel Koch
Service Coordinator, Group and Health Benefits
Gary Pass
Senior Manager, Business Development
Greg Guderyan
Director of Group and Health Benefits
Ian Minnifee
Wealth Strategist, Partner
Janette Gerow
Reception
Jason Hagen
Group Benefits & Health Coordinator
John Guderyan
Wealth Strategist, Partner
Julia Bajraktari
Marketing Coordinator (On Maternity Leave)
Kris Collacott
Associate Wealth Strategist
Lindsay Champ
Insurance and Operations Coordinator
Mary Ludgate
Executive Assistant
Michele Peterson
Client Service
Mike Grovue
Director of Operations
Rick Green
Wealth Strategist, Partner & President
Sam Chahda
Chief Relationship Officer
Sara Lawrence
Manager, Advisory Services
Sarah Ince
Manager, People and Talent (On Maternity Leave)
Sharon Selvig-Cooper
Financial Planner
Teena DiGirolamo
Director of Client Services
Could you work with us?
Transparency, trust, and the desire to make a difference set us apart. We are looking to build a team of high-performing individuals who want a career with purpose. Working with us will be dynamic, collaborative, supportive, and above all—driven by core values.
