Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Zahra Marchand

MBA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Zahra Marchand Visit Zahra Marchand's website

Jac B Stulberg

CIMA®

Private Wealth Advisor

Managing Director
Learn more about Jac B Stulberg Visit Jac B Stulberg's website


Our team

Michael Cameron

Registered Operations Leader,

Practice Manager

Danielle Dolphin

Registered Client Service Associate,

Practice Manager