From Summerside, PEI to Calgary, Alberta, I have spent the last 28 years giving financial advice to clients. This experience gives me an in-depth knowledge base that enables me to provide custom solutions to meet clients' needs. I believe in a long term and disciplined approach to wealth management while offering clients the full range of solutions including business transition, financial planning, insurance and estate planning.

Partnering closely with other professional in the accounting, banking, insurance and legal industry ensures my clients get accurate advice for their financial needs. Through CIBC Wood Gundy's strong relationship with CIBC, I can also provide his clients with preferred banking and lending facilities.

Prior to starting his career in wealth management, Will spent four years in public accounting, where he worked with clients in a variety of sectors across the province. During this time, Will successfully wrote the Common Final Examination and obtained his Chartered Professional Accountant designation. Will’s time in public accounting taught him the benefits of having a tax efficient wealth building strategy. He is a believer in the importance of having a “Big Picture” plan that brings all the unique aspects of a client’s situation to the table.

When not in the office, Will enjoys staying active and spending time with friends and family. He can often be found in the rink, at the golf course, or on the river. Born and raised in PEI, Will resides in Pleasant Grove with his wife, Kelsie, and their son, Harrison.

Deneen brings excellent organizational and time management skills to our team. She is instrumental in managing the administrative requirements to ensure a smooth operation of your accounts. She ensures our clients receive timely communication, accurate tax reporting, books appointments and responds to client enquiries.

With over 25 years experience, Deneen provides exemplary, personalized service and is an integral part of the Pickard Financial Management Group.

Karen joined our team in 2012. She brings with her a strong marketing and customer service background coupled with an educational foundation in economics. In addition to servicing client's needs, she is also responsible for all marketing and communications on our Team.

Jenna joined us at the beginning of 2023 as an administrative assistant and has been working hard learning about the products and services we offer and familiarizing herself with our client’s portfolios. Jenna brings with her a wealth of client service experience and is a welcome addition to our team. Born and raised in Charlottetown, Jenna enjoys reading and cooking as well as hiking with her husband, Coady and their golden retriever, Phoebe.
 

Alicia joined the team in 2024 and enthusiastically embraced her new role. Bringing exceptional client customer service skills with her tax background, Alicia strives to execute efficient workflow and enhancing organizational operations in all client needs. She is ready and able to assist clients in meeting their financial goals. Born and raised on PEI, Alicia enjoys spending time with her husband and two daughters.