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      David Owen

      Senior Family Wealth Advisor

      Brantford

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      BRANTFORD
      156 Brant Avenue
      Brantford, Ontario
      N3T 3H7
      519.751.2211

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      Kelsey Bowman

      Family Wealth Advisor

      Novia Scotia

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      ANTIGONISH
      12 Church Street
      Suite 1
      Antigonish, Nova Scotia
      B2G 2C7
      902.863.2421

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      Caroline Shutt

      Family Wealth Advisor

      Burlington

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      BURLINGTON
      3027 Harvester Road
      Suite 203
      Burlington, Ontario
      L7N 3G7
      905.639.8777

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      Naguib Kerba CFP®, FDS, CEA, FP Canada Fellow

      Senior Family Wealth Advisor

      Mississauga

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      MISSISSAUGA
      2342 Pyramid Crescent
      Mississauga, Ontario
      L5K 1C9
      416.817.4842

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      Alan Cameron

      Senior Family Wealth Advisor

      Alan Cameron

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      NORTH YORK
      170 The Donway West
      Suite 205
      North York, Ontario
      M3C 2G3
      1.800.717.8117

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      Mark Parlee FCSI, FMA, EPC

      Senior Family Wealth Advisor

      The Beaches Group

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      NORTH YORK (BEACHES GROUP)
      170 The Donway West
      Suite 205
      North York, Ontario
      M3C 2G3
      416.690.0911

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      Richard Heinrich CFP®

      Senior Family Wealth Advisor

      The Beaches Group

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      NORTH YORK (BEACHES GROUP)
      170 The Donway West
      Suite 205
      North York, Ontario
      M3C 2G3
      416.690.0911

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      Jeff Palles

      Jeff Palles CFA

      Portfolio Manager

      Winnipeg

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      WINNIPEG
      220 Portage Ave.
      Suite 1204
      Winnipeg, Manitoba
      R3C 0A5
      204.989.6200

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      Alan Fustey

      Alan Fustey CFA, CIM, FCSI

      Portfolio Manager

      Winnipeg

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      WINNIPEG
      220 Portage Ave.
      Suite 1204
      Winnipeg, Manitoba
      R3C 0A5
      204.989.6200

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      Ken Serbu

      Ken Serbu B.Mgmt, CIM

      Associate Portfolio Manager

      Calgary

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      CALGARY
      Sun Life Plaza
      144 - 4th Avenue S.W.
      Suite 1600
      Calgary, Alberta
      T2P 3N4
      403.269.1375

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