Our Team

MEET OUR Experienced, Professional Advisors

JOHN DAVIS

JOHN DAVIS

BA, CFP®, CLU®, CIM®, TEP

Partner – Certified Financial Planner

STEPHEN MACDONALD

STEPHEN MACDONALD

B. COMM, CFP®, CIM®

Partner – Certified Financial Planner

KELLEY DOERKSEN

KELLEY DOERKSEN

CFP®, CIM®

 Certified Financial Planner

CINDY SPRAGUE

CINDY SPRAGUE

B. COMM

Marketing Coordinator

ANNICK BELANGER

ANNICK BELANGER

LLQP

Client Services

REBECCA VERBISKY

REBECCA VERBISKY

B. COMM

Client Services

SAMMI MANUEL

SAMMI MANUEL

Client Services

HOW TO…

SCHEDULE A CALL

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PLAN. COORDINATE. COMMUNICATE.