Ray Kalvaitis, B.Com(Hons), MBA, FLMI, CFP®
Financial Planner
Qualifications: Ray’s qualifications come from a wealth of financial industry experience and formal education. Ray is a graduate of Queen’s University’s Bachelor of Commerce B.Com (Hons) program, and ...
Read more Leah Brouwers, B.A Econ, CFP®
Financial Planner
Qualifications: Leah is a graduate of McMaster University’s Bachelor of Arts Economics program. She has earned the Certified Financial Planner designation and has 11 years of industry experience. Leah...
Read more Judy Cumberbatch
Office Manager
Qualifications: Originally coming from a banking background, Judy Cumberbatch ventured into the investment industry in 1989 meeting investment and insurance needs for her clients. Judy joined our team...
Read more Kathy Hillgartner
Administrative Assistant
Qualifications: Kathy has been working with our clients for 9 years. She provides excellent customer service and focuses on building long term relationships with clients in our Stoney Creek branch. Sh...
Read more Grace Seecharan, RDA
Administrative Assistant
Qualifications: Grace Seecharan brings a wealth of Financial Services experience to her position as Administrative Assistant in the Burlington Office. In her 30 years of experience, Grace has held pos...
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