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

Corporate Advisory

Gordon Anderson, CFA, FEA, TEP

Chartered Financial Analyst
Chairman | Just Bespoke Insurance Solutions
Jeremy Kaliel, MBA

Associate Portfolio Manager
CEO | Proof Capital
Vani Jain

Philanthropic Strategist
Founder | Catalyst Philanthropy

Portfolio Management

Cameron Reid, MBA, CFA

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

Chartered Investment Manager
Portfolio Manager
CEO | Bold Wealth
Jason Lemire, CFA

Chartered Financial Analyst
Portfolio Manager
CIO | Bold Wealth

Professional Services

Brock O'Reilly, CPA, CA

Chartered Professional Accountant
President | O'Reilly Chartered Professional Accountant
Freddy Jacobs, CPA, CA

Chartered Professional Accountant
President | Freddy Jacobs CPA Professional Corporation

Advisors

Alaeddine Jabri, CFP, CLU

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

Chartered Life Underwriter
Wealth Advisor
Ashley Lalonde

Wealth Advisor
Founder | Longevity Achieved
Cindy Marques, CFP

Certified Financial Planner
Wealth Advisor
Partner | Longevity Planning
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
Terri Hofan

Wealth Advisor

Benefits & Healthcare

Adrian Wellman, CSCS, CAT(C)

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

Consultant, Health and Benefits
Partner | Premier Health & Benefits Inc.
Bryan McLoughlin

Benefits Advisor
Partner | Claremont Benefits Consulting
Charles Boldt

Consultant, Health and Benefits
President | Premier Health & Benefits Inc.
Emmett O'Kane

Benefits Advisor
Partner | Claremont Benefits Consulting
Gavin Mosley, CEBS

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