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      Adam Murrell

      Team Lead, Client Transitions

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x210

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      Diana Bristow

      Diana Bristow FCSI, CIM, CFP®

      Vice President and Associate Portfolio Manager

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x204

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      Wayne Wiggins

      Wayne Wiggins CFA

      Vice President and Portfolio Manager

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x207

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      Eli Papakirykos CFA

      Associate Portfolio Manager

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x206

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      Craig Ellis

      Craig Ellis CFA

      Vice President and Portfolio Manager

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x208

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      Steve Meehan

      Steve Meehan

      Chairman

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x203

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      Bob Sewell

      Bob Sewell CFA, CMA, CFP®, CIM

      President and CEO

      Oakville

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      OAKVILLE
      1267 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x201

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      Will Mitchell MBA, CFA, CFP®

      Vice President and Portfolio Manager

      Calgary & Vancouver

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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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      Robert Boutilier BBA, RFP, CFP ®

      Vice President and 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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      Bill Shutt

      Vice President and Family Wealth Advisor

      Burlington

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      BURLINGTON
      3430 South Service Road
      Suite 101
      Burlington, Ontario
      L7N 3T9
      905.639.8777

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