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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

    Manager, Wealth Operations and compliance

    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.

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