admin

To say Wendy is efficient and organized is an understatement. Wendy started her career in banking and customer service and for the past 15 years has been managing people. Including managing a busy, young family. Wendy is a great problem solver and will be your liaison with our vendors. She keeps us all on our

Mark is passionate about helping clients manage their assets. A 22-year veteran of the industry, Mark honed his skills at one of Canada’s largest insurance companies. As a senior manager at Great West Life, he learned the importance of long term planning and is an advocate of developing strategic plans for clients to help them