Meet our passionate puzzle solvers.

A diverse team drives more creative solutions. Beyond their natural curiosity, we are proud of their flexibility and agility.

CONTACT
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Your navigators and confidants.

In addition to volunteering for their favourite causes, they work well outside their functional areas, thereby increasing their critical thinking skills and financial expertise. 

  • Mike Grovue headshot

    Mike Grovue

    Wealth Strategist, President

  • John Guderyan headshot

    John Guderyan

    Wealth Strategist, Partner

  • Rick Green headshot

    Rick Green

    Wealth Strategist, Partner

  • Kris Collacott

    Wealth Strategist

  • Lorena Prakash Headshot

    Lorena Prakash

    Associate Wealth Strategist

  • Sharon Selvig-Cooper headshot

    Sharon Selvig-Cooper

    Financial Planner

  • Teena DiGirolamo headshot

    Teena DiGirolamo

    Manager of Client Experience

  • Michele Peterson headshot

    Michele Peterson

    Client Service Specialist

  • Mary Ludgate headshot

    Mary Ludgate

    Executive Assistant

  • Lindsay Champ

    IT & Operations Coordinator

Could you work with us?

Transparency, trust, and the desire to make a difference set us apart. We are looking to build a team of high-performing individuals who want a career with purpose. Working with us will be dynamic, collaborative, supportive, and above all—driven by core values.

View Career Opportunities
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