Dream Team

Bob has been licensed since 1987, helping clients achieve rewarding retirements and meaningful wealth. He has the ability to simplify and thus clarify complex financial issues. He believes that much l...

Having worked for many years in the Federal government (perhaps too long), Diane was responsible for working closely with various Ministers, providing critical support to insure their offices were ope...

Being the youngest on the team, Vanessa brings a youthful vitality and a willingness to take charge and take ownership of her responsibilities. Her responsibilities include most facets of client servi...