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Our Team

Wealth Leaders

Ejaz Nadeem

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

Corey Pitre

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.

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