About
team
Services
Resources
Contact Us
Prince George
Terrace / Kitimat
Whitehorse
Meet Our Team
Our people
Expert advice from people who care
Isabel Fleck
Founder
CERTIFIED FINANCIAL PLANNER®
Steve Chadwick
Founder, Partner
FINANCIAL ADVISOR
Ted Brown
Founder, Partner
CERTIFIED FINANCIAL PLANNER®
Shane Sienaert
Partner
CERTIFIED FINANCIAL PLANNER®
Andrew Seabrook
Partner
CERTIFIED FINANCIAL PLANNER®
Sydney Thorne
CERTIFIED FINANCIAL PLANNER®
Tarah Aitken
Operations Manager
Chantal Weightman
Administrative Assistant
Cheyanne Vermette
Administrative Assistant
Marlee Stewart
Administrative Assistant
Gabrielle Astrope
Administrative Assistant
Priscilla Pozos Zamarripa
Administrative Assistant
Harmony Ross
Cassidy Timney
Get your personal wealth plan.
Ready to start planning for your financial future?
Let’s grow your portfolio together.
Contact Us