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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

* Licensed through Credential Asset Management

TRUST AND ESTATE

​Mark Cresswell

Trust and estate consultant

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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