Michael Li

Michael Li

Michael is a man with a mission: to make financial planning as easy and stress free as possible for his clients. For many people, talking about their finances can feel overwhelming. Changing that perception of financial planning was the reason Michael got into the...
Alex Neufeld

Alex Neufeld

With over 7 years in the financial services industry, Alex helps clients and members understand how the financial decisions they make today effect what happens down the road. Just one example is looking at the difference between retiring and retiring comfortably, just...
Kate Gardiner

Kate Gardiner

Kate is our Financial Consultant at the Hammond Bay Community Branch as well as our Bowen Road Branch. She brings years of experience, delivering a high end client experience and prides herself on going above and beyond. She has been a valued part Coastal community...
Tracy Trotter

Tracy Trotter

Developing strong community and client relationships is at the heart of everything Tracy does. With over 25 years of investment industry experience, Tracy brings deep understanding and expertise to the Financial Consultant role. Tracy has a talent for ensuring a...
Jimmy MacMunn

Jimmy MacMunn

Meet Jimmy MacMunn! Jimmy’s personal passion for investing drove him to take the securities course to make a difference in people lives. He’s new to the industry, but has passionately followed the markets for the past 15 years. Jimmy helps his clients and members...