Our Team
David M. Popowich, CIM®, CPCA, PFP
Portfolio Manager
Senior Wealth Advisor
Senior Investment Advisor
Senior Wealth Advisor
Senior Investment Advisor
Robert Gerrie, B.Comm.
Wealth Advisor
Investment Advisor
Investment Advisor
Leanna C. Wachniak, B.Comm., JD
Wealth Advisor
Investment Advisor
Investment Advisor
Courtney Stewart
Financial Associate
Allie O'Neill, CFP®
Financial Associate
Heather McDonald
Financial Associate
Jing Liu
Administrative Assistant
Vincent van der Poel, CFA
Financial Associate
Taimin (Tim) Li
Client Associate
Marisa Willoughby
Client Associate
Jim Grant, CFP®, FMA, CPCA, CIM®, FCSI
Financial Planning Specialist
Stacy Moore
Administrative Assistant
Wale Abiodun, PFP
Client Associate
Fatima Khan
Administrative Assistant