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Team Member Categories (Head Office): Client Relationship Managers

David Owen  

A middle-aged man wearing glasses, a blue suit jacket, and a light blue shirt, smiling at the camera against a plain background.

With many terrific client success stories to point to, David leads a skilled team of professionals who work with clients with specific characteristics. This approach ensures a complete understanding of the client’s needs and an excellent foundation for a long-term relationship. Covering investment strategy, financial decisions, planning for all life’s great moments, while integrating risk […]

Dale Hall

A man wearing blue-rimmed glasses, a dark suit, white shirt, and blue tie, posing for a professional headshot against a plain background.

Dale is a member of the highly skilled team of professionals in Brantford. The team’s approach to the client experience ensures we have a complete understanding of the client’s needs and sets the foundation for a prosperous long-term relationship. Covering investment strategy, financial decisions, planning for all life’s great moments, while integrating risk management for […]

Jeremy Voss

A middle-aged man with short gray hair, wearing a blue dress shirt and a dark blazer, smiling slightly against a plain background.

Jeremy has his Master’s in Business Administration. He has been in the financial industry for almost 20 years; always keeping client satisfaction as his highest priority and motivator throughout his career. In his spare time, he enjoys going outdoors and giving back to the community through volunteer work.