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Team updates!!!
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Team updates!!!
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
Kate Norris: Our CFP advisor and CEO. Kate specializes in building in-depth financial plans for clients nearing retirement or entering in to retirement, as well as business owners. She works best with clients who require retirement strategies including liquidation order, cash flow management, taxation, and estate planning. She creates individualized investment portfolios that coincide with the retirement plan.
Scott Keuhl: Our associate advisor and insurance specialist. Scott creates individualized insurance plans for every stage of life including new families, business owners, and retirees. This includes life insurance, critical illness insurance, disability plans, health and dental plans, group benefits, corporate buy-sell and key-person and super visas!
Mike Squire: Our associate advisor and holistic specialist. Mike is a well-rounded holistic advisor that helps to implement financial plans, manages investment accounts, and builds in protection strategies. This includes RRSPs, TFSAs, RESPs, RDSPs, and Non-registered accounts.
Lynda Tran: Our ROCKstar administrator. Lynda is incredibly well-versed in every type of investment account and back office administration. She organizes the whole team behind the scenes and delivers exceptional client service.
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We are contracted with Sun Life Financial Distributors (Canada) Inc., a member of the Sun Life group of companies. Mutual funds distributed by Sun Life Financial Investment Services (Canada) Inc.