Find the advisor that best suits your needs.

Leadership

Alaeddine Jabri, CFP®, CLU®

Certified Financial Planner
Wealth Advisor
Managing Partner | Longevity Achieved
Ashley Lalonde

Founder | Longevity Achieved
Craig Ripley

Wealth Advisor
President | Longevity Wealth

Portfolio Management

Cameron Reid, MBA, CFA

Chartered Financial Analyst
Portfolio Manager
CIO | Proof Capital
Chris Arthur, CIM, CFP®

Chartered Investment Manager
Portfolio Manager
CIO | Bold Wealth
Jeremy Kaliel, MBA

Associate Portfolio Manager
CEO | Proof Capital

Professional Services

Adrian Wellman, CSCS, CAT(C)

Certified Athletic Therapist
Health & Performance Coach
CEO | PriorityMe
Brent Dufton

Consultant
Partner | Premier Health & Benefits Inc.
Brock O'Reilly, CPA, CA

Chartered Professional Accountant
President | O'Reilly Chartered Professional Accountant
Charles Boldt

Principal Consultant
President | Premier Health & Benefits Inc.
Freddy Jacobs, CPA, CA

Chartered Professional Accountant
President | Freddy Jacobs CPA Professional Corporation
Gavin Mosley, CEBS

Certified Employee Benefits Specialist
Private Healthcare Advisor
President | Mosley Group Benefits Inc.

Advisors

Alaeddine Jabri, CFP®, CLU®

Certified Financial Planner
Wealth Advisor
Managing Partner | Longevity Achieved
Anna Khan, MBA, CLU

Chartered Life Underwriter
Wealth Advisor
Cindy Marques, CFP®

Certified Financial Planner
Wealth Advisor
Craig Ripley

Wealth Advisor
President | Longevity Wealth
Deron Cousens

Wealth Advisor
Jordan Hinchey

Wealth Advisor
Marcais Bowen, PFA®

Insurance Advisor
Matthew Ford, CFP®

Certified Financial Planner
Associate Advisor
Nora Meza

Insurance Advisor
Sergio Montano, CLU®

Chartered Life Underwriter
Insurance Advisor
Terri Hofan

Wealth Advisor