Our experienced financial experts offer personalized services for all your needs, from crafting investment portfolios and planning for retirement to securing travel insurance and exploring pensions and GICs.
Entrust us to guide your financial future towards prosperity and security.
Meet Our Experienced Team
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![Thomas Boros man in a black suit and blue shirt sitting at a desk.]()
Tom Boros
President / Financial Advisor
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![Kathleen Cryderman smiling in a professional setting, wearing a black blazer and a necklace.]()
Kathleen Cryderman
Vice President / Financial Advisor
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![Teri-Lynne with glasses and medium-length hair is seated at a table, wearing a patterned black top and a light gray jacket.]()
Teri-Lynn Beckstead
Financial Advisor
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![Norm Sequin smiling man in blue shirt and tie sitting at a desk.]()
Normand Seguin
Financial Advisor
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![James Beecroft sitting at a table, wearing a white patterned shirt, with hands clasped.]()
James Beecroft
Financial Advisor / Branch Manager
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![Gabrielle Boros with short brown hair and glasses, wearing a red dress and gray cardigan, sitting at a light-colored table, smiling.]()
Gabrielle Boros
Living Benefits Specialist
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![Natalie Woods smiling with curly hair sitting at a table, wearing a black outfit.]()
Natalie Woods
GIC Specialist
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![Manon Racine-Brabant sitting at a desk with a hand under their chin, wearing a black blouse, smiling at the camera, and sitting in a chair against a gray background.]()
Manon Racine-Brabant
Head of Admin
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![Leanne Quenneville with long, curly blonde hair wearing a blue top, sitting at a table, smiling at the camera, against a plain background.]()
Leann Quenneville
Administrative Assistant
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![Sylvie Charron seated at a table, wearing a patterned blouse and a wristwatch, smiling.]()
Sylvie Charron
Head of Bookkeeping
