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
CIO | Bold Wealth
Jason Lemire, CFA

Chartered Financial Analyst
Portfolio Manager
Head of Portfolio Management | 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
Robert Dougan, MA

Pre-Employment Assessment Specialist
President | RAD Potential Advisory 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

Benefits & Healthcare

Adrian Wellman, CSCS, CAT(C)

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

Consultant
Partner | Premier Health & Benefits Inc.
Charles Boldt

Principal Consultant
President | Premier Health & Benefits Inc.
Gavin Mosley, CEBS

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