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Our Team

Get a fresh perspective on your financial future

Wealth Leaders

​Ejaz Nadeem

​Vice President, Wealth Management

​Serena Sopcic​

​Director, ​Wealth Management

​Anne Marie Béhar-Bannelier

​Assistant Manager, Wealth Operations

Private Wealth Advisors

​Carolyn Humby 

Senior investment advisor
Credential Securities

​David Smith

SENIOR INVESTMENT ADVISOR
Credential Securities

​Trevor Ireland

SENIOR INVESTMENT ADVISOR 
Credential Securities

Investment Specialists*

​Joe Fehrman

​Investment Specialist

​John Fraone

​​INVESTMENT SPECIALIST

​Larry Boyle

​Investment Specialist

​Mininder Kumar

​Investment Specialist

​Terri Szewczyk

​Investment Specialist

Corey Pitre

investment specialist

Yvonne Delry

investment specialist

* Licensed through Credential Asset Management Inc.

Trust and Estate Services

Our team also offers Trust and Estate Services that you can learn more about in this PDF.

Mutual funds, other securities and securities related financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc. Mutual funds and related financial planning services are offered through Credential Asset Management Inc.

Connect with a wealth advisor

Book an appointment or call us at 1-800-616-6878