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      Steve Meehan

      Steve Meehan

      Chairman

      Oakville

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      OAKVILLE
      1295 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x203

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      Bob Sewell CFA, CMA, CFP®, CIM

      President and CEO

      Oakville

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      OAKVILLE
      1295 Cornwall Road
      Unit A3
      Oakville, Ontario
      L6J 7T5
      905.337.2227 x201

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      Robert Boutilier from Bellwether Family Wealth | Nova Scotia

      Robert Boutilier BBA, RFP, CFP ®

      Senior Family Wealth Advisor

      Nova 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

      Senior 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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      corporate office

      905.337.2227

      866.469.7990

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