Jeremy Voss
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.
David Owen
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
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 […]