Jeremy FerrallCFP®, 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 ...
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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...
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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...
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