Jeremy Ferrall, CFP®, CIM, FCSI
Financial Planner
Jeremy Ferrall has spent over 24 years providing financial advice and guidance to clients with varying needs, backgrounds and situations. In addition to his experience, Jeremy possesses his Chartered ...
Read more Belle Severn
Client Care Manager
Belle has worked in the operational side of the financial industry for almost her entire career and can easily lay claim to the statement that she’s "seen it all". With each change to legislation, reg...
Read more Nancy McParlan
Operations Co-ordinator
As a Client Service Specialist, Nancy brings 20+ years of customer service experience, with the past 11 years focused on the financial services industry. Nancy is responsible for communications with c...
Read more