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Our Team

Get a fresh perspective on your financial future

Wealth Leaders

Michael Butler

Vice President, Wealth Management

​Serena Sopcic​

​Director, ​Wealth Management

​Anne Marie Béhar-Bannelier

Manager, Wealth Operations and compliance

Investment Advisors*

​Joe Fehrman

​Investment ADVISOR

​John Fraone

​​INVESTMENT ADVISOR

Investment Specialists**

​Larry Boyle

​Investment Specialist

​Mininder Kumar

​Investment Specialist

​Terri Szewczyk

​Investment Specialist

Yvonne Delry

investment specialist

​Patricia Passmore

Investment Specialist

* Registered through Credential Securities
** Registered 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 1-800-616-8878

CONTACT US
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