Notre équipe

Since 2004, Mike has been working in the Financial Services Industry helping Individuals, Families and Businesses achieve their financial planning goals. Using a team based approach and working with a network of highly skilled professionals, Mike is dedicated to providing high-quality advice and integrated wealth management solutions that simplify and enhance the quality of his client's lives. 

Jon has over thirty years experience in the financial services industry. Throughout his career Jon has dedicated himself to providing high-quality advice and exceptional service to his clients. His goal is to simplify and enhance the lives of his clients by providing them with integrated wealth management solutions. Jon has been happily married for over thirty five years and is the proud father of three and grandfather of five.