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Advisory Team - Certified Financial Planner in St. Catharines Ontario Canada
David Somerville

David Somerville CFP, CSA
Investment and Retirement Planning Specialist, Investment Representative

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Jason Pollock

Jason Pollock CSA, Hon. B.A.
Corporate Planning Specialist and Investment Representative

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Paul Farrell

Paul Farrell B.Sc., CFP, CLU, CH.F.C., RHU, CSA.
Living Benefits, Estate Planning Specialist and Investment Representative

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Robert Somerville

Robert Somerville CSA
Individual Planning Specialist and Investment Representative

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Bob Pride

Bob Pride CFP,CLU,Ch.FC,EPC
Retirement Lifestyle Planning, Estate and Insurance Specialist, Investment Representative

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Gus Jonker

Gus Jonker
Individual Planning Specialist and Investment Representative

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Lynda Lever

Lynda Lever EPC
Retirement and Elder Planning Specialist, Financial Security Advisor and Investment Representative

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Wendy Mihaychuk

Wendy Mihaychuk
Mortgage Specialist

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Dominic Fruci

Dominic Fruci CGA
Certified General Accountant

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Graham Wilson

Graham Wilson L.L.B
Estate Lawyer

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Melody Neheli

Melody Neheli ACS., AIAA, AIRC
Operations manager

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Linda Uronick

Linda Uronick
Marketing Associate

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Cassandra Somerville

Cassandra Somerville
Corporate Relations

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