Our team provides you with quality advice on how to manage your finances so that you are able to achieve your short-term and long-term financial goals.
Roland has almost twenty years in the financial services industry dealing with business owners, farms and families. Specializing in tax efficient ways to create and retain wealth. His passion is finding effective solutions for specific client needs.
Emerald is the director of first impressions! When in office she is sure to greet you with a smile and offer of a coffee. By phone, she is a friendly and welcoming voice you will hear. She also assists all of the advisors with forms, paperwork and data entry.
Ryan has spent the last fifteen years working with business owners, farms and families. He views every client situation as unique with specific needs and looks forward to finding a solution together to meet their goals.
Admin & Compliance
Merlin has been in the financial services industry for over 17 years. He assists all of the advisors with application forms and clerical procedures. He also ensures we operate above industry and professional standards. He is one busy guy!