Who we are
As your primary advisors, we bring together a team to help you achieve your goals. We work with your existing professional team to incorporate your legal and tax situation into a complete financial strategy. If you don’t already have this support in place, we can recommend highly qualified professionals to work with you. We draw on specialists with vast experience and resources to deliver a complete financial strategy tailored to your individual needs and goals.
Investment Management
Lee F. Harwood, CFP, Director, Wealth Management, 30 years of experience
Victoria A. Harwood, MBA, Senior Wealth Advisor, 25 years of experience
Jeff Christian, CA, Wealth Advisor, 13 years of experience
Our personal team provides day-to-day servicing of your needs.
Wealth Management Planning
Dean Gibbons, FMA, FCSI, CLU, Ch.P., Senior Financial Planning Consultant, 16 years of experience
Administration
Meling Tom-Campbell, PFP, Senior Associate, 19 years of experience
Richard Harwood, Administrative Assistant, 11 years of experience
Portfolio Evaluation & Construction
Sarah Rosenberg, MA, Senior Associate, 4 years of experience
Insurance
Colin Hicks, B.Comm, CFP, Associate Director, Insurance, 17 years of experience
Kelly Macdonald, Marketing Associate, 9 years of experience
Joette Morgan, Insurance Administration, 29 years of experience
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