Archive for August 23rd, 2023

Kristina Dube has provided tax, financial planning, and investment advice to individuals and business owners for over 12 years.

James Aaron Over 20 years of management experience in investment trading, risk management, and market analysis. Bachelor of Business Management.

Jeremy Kent   has worked in the financial services arena since 2005. He is dedicated to helping individuals and businesses develop financial and investment strategies that line up with their needs, goals and risk tolerance. His goal is to provide every client with targeted, comprehensive financial advice and portfolio management services delivered with the highest level […]

Morgan Brown started career in 1997 as the Chief Investment Officer. Morgan has held management positions in a variety of disciplines, including operations, technology and finance. Morgan  received a Bachelor of Science degree in Business Administration.