Beverly YoungCFP®, EPC

Senior Financial Planner

Beverly has 25 years of experience and provides her clients with a full range of financial planning and investment advisory services. She earned her Certified Financial Planner designation in 1998 and...
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Rachel YoungBSc, EPC

Financial Advisor

Rachel joined us in 2012 after graduating from Queen’s University. She has received her Mutual Fund License, Elder Planning Counsellor designation, Life Insurance License and is currently working on h...
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Nicole Kernaghan

Practice Manager & Licensed Executive Assistant

Nicole joined our team in 2015 and has her Mutual Funds License. She recently moved into the roll of Practice Manager and is currently studying for her Life Insurance License. Nicole, her husband and ...
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Angela Jinks

Accountant

Angela is new to our team and brings her accounting expertise. She is currently studying for her CPM Certified Payroll Manager. In Angela’s free time, she enjoys spending time with her husband and the...
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