Who you will work with

Your wealth advisers are integral members of your team. You must be able to trust their competence and technical skills. You must trust that they are ethical and will act in your best interests. And you must be able to trust them with information that is personal and at times sensitive.

Our professionals have impeccable credentials – and we care about our clients and their wellbeing. Our team works to bring the necessary financial expertise and care to each client’s situation.

We also work with a network of like-minded professionals, experts in tax, accounting, law and business – to bring you integrated solutions that are more than the sum of their parts.

Kate McCallum, Director & adviser
Tony Clark, Director & adviser
Joleen Atkinson, Client Relationship Manager
Henri Desmarais, Office Manager
Michelle Wiki, Associate Adviser & Client Relationship Manager
Terri Mitchell, Client Relationship Manager