Our Team

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Our Offering
Our Team
Book a consultation

Home
Our Offering
Our Team
Book a consultation

Our team

Meet our team of Certified Financial Planners, ready to help out from coast to coast.

Allen Lin, B.Sc. CFP®

Financial Planning Consultant

Regional Vice-President, British Columbia

Michelle Podorieszach, CFP®

Financial Planning Consultant

Regional Vice-President, Alberta

Dirk Leavesley, CFP® PFP® RRC®

Financial Planning Consultant

Regional Vice-President, Manitoba and Saskatchewan

Val St.Germain, CFP® CIM®

Financial Planning Consultant

Regional Vice-President. Ontario

Paul Bethel, CFP® CLU® CIM®

Financial Planning Consultant

Regional Vice-President, Maritimes

Home
Our Offering
Our Team
Book a consultation

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