We're a knowledgeable and balanced team - dedicated and discrete. We have to be. Each of our clients has trusted us to protect and build their family's financial assets.

Each member of our firm is committed to providing seamless client service and support.

For contact information on our team members, please click on the thumb nail images in the picture gallery below.

Our Team

Dave Dagenais Mark Gaskin Peter Hofstra Leah Lee Biff Matthews Kathy Moodie
Debbie O’Reilly Talia Rovinski Steve Scotchmer Stephan Smith Sean Yuile