Patrick Gilmour, CFP
Financial Advisor
Dianne Lackonick, CFP, FLMI
Branch Manager
Financial Advisor
Jane Lapointe, CPCA, MFA-P
Senior Wealth Advisor
Henry Treier, PFP
Senior Financial Advisor
Senior Insurance Advisor
Walter Fenlon
Senior Wealth Advisor
Mark Wheaton
Senior Financial Advisor
Senior Estate Planning Consultant
Laura Southall, BA (Hons), B.Ed, CLU®, CFP
Senior Wealth Advisor
Certified Financial Planner
Emma Fitzgerald, MBA, CFP®
Financial Advisor
Casey Doner, CFP
Financial Advisor
Insurance Financial Advisor
Carolyne Wheaton
Financial Advisor
David Munro, B.Sc., MBA
Wealth Management Advisor
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