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