Our Team
Vanessa Benedict, CIM, CIFP, BSc(Hons)
Wealth Advisor, Portfolio Manager
Vanessa brings a caring and personalized approach to offering sound Investment Advice.
Meet Your Dedicated Client Service Associates
Jordan and Tim are at your service, ready to answer your questions and fulfill your requests with promptness and precision.
Jordan Dickson
Associate
Tim Jensen
Wealth Associate
Meet The Specialists Powering Your Financial Success
Meet the experts working behind the scenes to secure and enhance your wealth journey.
Katherine Richards
Financing Solutions Specialist
Anne Jefferson CFP
Senior Analyst, Retirement Projection Strategy
Christine King J.D., TEP
Senior Advisor, Estate Planning
Troy Redick CFP CIM
Insurance Advisor, Wealth Management
Luna
Associate of Pawsitive Attitudes