Russ Robertson, CFP®, CDFA
Wealth Management Advisor
Russ has been professionally involved in the financial services industry since 1996. After many years of personal interest in the financial world, his hobby turned into his profession as Wealth Manage...
Read more Lindsey Nesvold, BBM
Client Service Specialist
Lindsey became a member of the team in 2018, adding over nine years of financial services and client experience expertise from her previous roles. Lindsey is an integral member of our team with the pr...
Read more Alex Ayala
Wealth Advisor
Over the last 26 years Alex has had the privilege of working with some of Canada’s premier financial institutions. This has given him an extensive and diversified set of skills, knowledge, and experie...
Read more Caitlin (Katie) Wright
Client Care Specialist
We welcomed Katie to the team in Oct 2019. She has a diverse financial background in her previous roles and compliments our team expertise. Katie attained her LLQP Insurance licensing as well as her M...
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