Find an Advisor
Meet Our Team

The Right People, Endless Possibility

With over a century of collective experience, we provide a personalized approach to financial planning to meet your goals, whether you’re growing your wealth, safeguarding it for future generations, or giving back to your community.

A group of twenty-two professionally dressed adults stands and kneels in rows outside a modern office building with large windows.
A man in a dark suit jacket and white dress shirt smiles at the camera against a plain background.
Bob Sewell
Founder & Chairman
Oakville - Head Office
A man with glasses, short hair, and a trimmed beard wearing a dark jacket and light-colored shirt, smiling at the camera.
Carlo Pannella
Chief Financial Officer, Lorne Park Capital Partners Inc.
Oakville - Head Office
A middle-aged man with a trimmed beard and mustache, wearing a dark blazer over a patterned shirt, smiling at the camera.
Craig Ellis
Chief Investment Officer
Oakville - Head Office
Julianna Varpalotai-Xavier, a woman with short blonde hair, wears a black blazer and white blouse as she poses for a professional headshot against a white background.
Julianna Varpalotai-Xavier
Chief Operating Officer
Oakville - Head Office
alan-f-420x462
Alan Fustey
Chief Compliance Officer and Portfolio Manager
Winnipeg Office
Susan Schulze, a woman with long, straight blonde hair, smiles at the camera. She is wearing a white collared shirt and a grey vest.
Susan Schulze
Vice President, Practice Management
Oakville - Head Office
Georges Nasr, dressed in a dark blazer and white shirt, smiles at the camera against a plain background.
Georges Nasr
Vice President, Corporate Development
Oakville - Head Office
phillip-a-420x462
Phillip Ackers
Vice President, National Sales
Oakville - Head Office
Steve Meehan, a middle-aged man with light brown hair, a mustache, and a goatee, wears a dark suit jacket and white shirt while smiling at the camera.
Steve Meehan
Director, Lorne Park Capital Partners Inc.
Oakville - Head Office

Become a team player

Join Our Team