Our Team
David M. Popowich, CIM
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
Senior Wealth Advisor
Senior Investment Advisor
Robert Gerrie, B.Comm.
Wealth Advisor
Investment Advisor
Investment Advisor
Suzanne Magner, CFP
Financial Planning Specialist
Albert Kim
Client Associate
Courtney Lacroix
Client Associate
Allie O'Neill
Client Associate
Leanna C. Wachniak, B.Comm., JD
Wealth Advisor
Investment Advisor
Investment Advisor
Josie Sta Ana
Administrative Assistant