Senior Wealth Advisor
For more than 20 years, Laurie has been helping individuals and families achieve their financial and lifestyle goals. Working with a network of highly skilled professionals, she is dedicated to providing high-quality advice and complete wealth management solutions that simplify and enhance the quality of her clients’ lives. Combining her experience with strong communication skills, she provides advice and strategies to her clients by helping them to better understand their investments so they can better achiever their financial goals. She is securities licensed holds her Insurance of Persons license.
In her spare time she takes care of her family and enjoys time with her friends, playing golf, cycling and skiing in the winter.
Joining our team in 2018, Jennifer comes to us with over 10 years of experience in the financial services industry. Her passion lies with providing honest, knowledgeable and complete financial advice to our clients, throughout their lives. Jennifer has a deep understanding of markets, estate protection and insurance solutions. She prides herself in building solid relationships with our clients and delivering sound wealth management advice that always put our clients first.
Since completing her B.B.A, she has also completed her securities license and holds her Insurance of Persons license. Jennifer is also currently working towards her Responsible Investment Specialist (RIS) designation to offer sustainable and responsible investment options to our clients.
Her pride and joy are her daughters and husband, which she spends all of her free time with. She also enjoys coaching hockey, traveling, and implicating herself in women centric organizations.
Shelby Skerrett, F.Pl.
With over a decade of experience in the Wealth Management industry, Shelby is well-equipped to offer guidance and advice in key areas, including retirement planning, tax-efficient investing, estate planning, and risk management. She believes that financial peace of mind starts with careful planning that considers each client's complete financial situation, immediate needs, and future goals. Shelby will work with you to constructs a forward-looking, tailored wealth plan which aligns with your personal objectives.
Shelby graduated from McGill University with a degree in Economics and has further distinguished herself in the financial industry by attaining the Financial Planners (F. Pl) designation through the Institut Québécois de Planification Financière. She is securities licensed and is the holder of both an Insurance of Persons license and a Group Insurance license recognized by the Autorité des Marchés Financiers.
In her spare time, Shelby enjoys traveling, practicing yoga and spending time with her friends and family.
Dimitra Christeas, CPA, CA
Dimitra earned her CPA, auditor designation from McGill University in 1991. She has worked in public practice as a senior manager and brings over 30 years of professional experience in accounting and taxation (personal tax, GST & QST, bookkeeping and source deductions). She is a trilingual communicator, fluent in English, French, and Greek who is committed to her clients, colleagues, and family. She is married and the mother of two adult professionals. Achieving a work-life balance has equipped Dimitra with excellent organizational and people skills, with the ability to manage multiple tasks and meet deadlines. She has a strong work ethic combined with a commitment to excellence in all projects undertaken.
Client Relationship Coordinator
With over 25 years of industry experience, Meropy is a seasoned administrative professional. Formerly an Account Executive and Education Specialist at a top financial institution, she joined our team in 2022 as a pivotal member.
As the main point of contact for client requests, Meropy seamlessly blends industry knowledge with a personable touch. Her dedication to excellence reinforces our commitment to exceptional service. Clients rely on her for interactions that consistently surpass expectations.
Meropy's B.Comm in Human Resources from Concordia University compliments her wealth of experience. Outside work, she finds joy in travel and quality time with loved ones.
Danny (Haldan) Dichmann
Danny has been a valued member or our team since 2004. He works behind the scenes to make sure all your accounts are in order in preparation of our client meetings. His is also responsible for our regular mailings, client communications, seminar/event invitations, and responsible for designing many of our marketing materials. In his spare time he enjoys spending time with his family, and playing guitar.
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