Darlene Quesnel Macleod, CPCA®
Financial Consultant
Darlene has 16 years of experience in the financial services industry. Her overall knowledge provides clients the peace of mind they desire with a focus on retirement and income planning. Her Certifie...
Read more Jason J. Manor, CFP®
Financial Planner
Jason has over 27 years of experience in the financial, retirement and estate planning industries. His knowledge and professional integrity have been the keys to his success. He is consistently active...
Read more Nancy McParlan
Client Care Manager
Nancy brings 30+ years of customer care experience, with the last 21 years focusing on the financial services industry. She is responsible for communications with clients, head office and external ins...
Read more Aline Di Paolo
Operations Manager
Aline has over 17 years of customer service experience, with a primary focus in hospitality. Aline joins the team eager to expand her financial services industry knowledge. She is responsible for the ...
Read more Sarah Murphy
Client Service Manager
With over 7 years of management and customer service experience in multiple industries, Sarah's knowledge of business operations and client relations helps provide you with the best experience possibl...
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