Tracey Curtis CFP®, CIM®
Senior Investment Advisor, Senior Wealth Advisor
Email
Phone: 289.288.2427
Patrick Tenpenny CFP®
Phone: 289.288.2412
Greg Phillips B.A. Economics, CFP®, CIM®
Phone: 289.288.2406
David Parr CFP
Senior Investment Advisor
Phone: 519.780.4173
Justin Vandervelde
Associate Investment Advisor
Phone: 289.288.2431
Lisa Phillips
Business Development Assistant
Phone: 289.288.2403
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1111 International Blvd, Suite 400Burlington, Ontario L7L 6W1 Phone: 289.288.2427
18 Macdonell StreetGuelph, Ontario N1H 2Z3 Phone: 289.288.2427