Meet With Us

Chad Larson
SENIOR PORTFOLIO MANAGER
Curtis Mayert
SENIOR WEALTH ADVISOR
Mehul Sudra
SENIOR INVESTMENT ADVISOR
Shannon Sowa
SENIOR INVESTMENT ADVISOR
Gurman Arora
SENIOR FINANCIAL PLANNER
Katherine Deaust
SENIOR ADMINISTRATIVE ASSISTANT
Lauren Currie
SENIOR ADMINISTRATIVE ASSISTANT
Melissa Tully
SENIOR INVESTMENT ASSISTANT
Paula Hawker
EXECUTIVE ASSISTANT
Marissa Martins
SENIOR ADMINISTRATIVE ASSISTANT
Jeff Haggerty
WEALTH AND ESTATE PLANNING SPECIALIST
Martin Roberge
STRATEGIC PARTNER – MANAGING DIRECTOR / NORTH AMERICAN PORTFOLIO STRATEGY
Robert Young
Managing Director, Equity Research Canadian Technology Specialist – Strategic Partner