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.

CLICK TO LEARN MORE ABOUT TEAM MEMBERS...

Gary Pass
Senior Manager, Business Development
Gayle Santos
Service Administrator, Group and Health Benefits
Greg Guderyan
Director of Group and Health Benefits
Jason Hagen
Group Benefits & Health Coordinator
John Guderyan
Wealth Strategist, Partner
Kris Collacott
Wealth Strategist
Lindsay Champ
IT & Operations Coordinator
Mary Ludgate
Executive Assistant
Michele Peterson
Client Service Specialist
Mike Grovue
Wealth Strategist, President
Rick Green
Wealth Strategist, Partner
Sharon Selvig-Cooper
Financial Planner
Teena DiGirolamo
Manager of Client Experience

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