Paul Stratton Bs.C
Paul’s strong ethics influences everything we do in our company. We have developed a process for the clients that educates, provides service and attention to detail that we feel addresses what clients want.
Scott Shears CA
"He lectured Business courses for Memorial University of Newfoundland, as well as the College of the North Atlantic in Corner Brook and worked for a National Accounting Firm for a number of years before becoming a Financial Advisor."
Geoff Wareham Bs.C
"He is a 5th generation independent business owner and believes in building a professional, independent advisory solution for his clients. He holds both Mutual Fund and Insurance licensing."
"Ann has been in the financial services industry for over 40 years. She has built her financial planning practice on such principals as trust, integrity, and a sincere interest in helping her clients achieve peace of mind."
"Stephanie completed the Investment Funds in Canada course in 2010, and the life insurance qualification program in 2011. Stephanie has added taxation and estate planning experience to our team, which has proven to be of great benefit to our clients."
Blair Kelly B.Comm
"Blair Became an Independent Financial Advisor in 2014, and has prided himself on exceptional customer service and client education over his professional career and has fostered strong relationships with each of his clients."