Rose Rogic, CFP, CIM, RRC
Financial Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Carina Kim, CFP®
Financial Planning Specialist
Jeremy Ma, CFP, CFA, FMA, TEP
Wealth Strategist
Opens in your telephone provided application. Opens in your email provided application.Aaron McEwen
Estate Planning Specialist
Opens in your telephone provided application. Opens in your email provided application.Lee Berti, BA
Senior Trust and Estate Consultant
Opens in your telephone provided application. Opens in your email provided application.Financial Planning
Investment Advice
Registered Saving Solutions
Estate Planning
Business Transition Planning