OUR TEAM
Dudley Daniels, CPA, CA, CIM
Senior Wealth Advisor
Portfolio Manager
this is the file Opens in a new tab. Portfolio Manager
Colton Daniels, CPA, CA, CIM
Wealth Advisor
Associate Portfolio Manager
this is the file Opens in a new tab. Associate Portfolio Manager
Melissa Janis, B.Comm.
Financial Associate
this is the file Avery Jorgenson
Administrative Assistant
this is the file Ebube Azoro
Client Associate
this is the file