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About Us

Our client’s financial well-being is paramount above everything else. We strive continuously to help every client achieve their financial goals and dreams with the least amount of risk.
Click on a team member to learn more about them.
lee schmidt l

Lee Schmidt

Financial Advisor
david schumacher l

David Schumacher

Financial Advisor
trevor bernes l

Trevor Bernes

Financial Advisor

gilles wilvers l

Gilles Wilvers

CFP®

ryan sambor l

Ryan Sambor

Financial Advisor
lorne radke l

Lorne Radke

Financial Advisor

dean herbert l

Dean Herbert

Financial Advisor

steve lambert l

Steve Lambert

Insurance Advisor

matthew buddle l

Matthew Buddle

Insurance Advisor