Our advisors

Our team

Joshua Patterson

Joshua Patterson

Registered Practice Associate,

Financial Planning Specialist

Roles & Responsibilities

  • Focuses on providing clients confidence through financial planning with goal development, financial analysis, strategy implementation and regular planning discussions.
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Karen Trounson

Karen Trounson

Registered Client Service Associate,

Client Concierge

Roles & Responsibilities

  • All administrative services: account opening, account updates, money movement, securities trading, statements and tax forms, appointment scheduling.
  • Client event/seminar information and RSVP, technology resources including Ameriprise.com, Total View and connecting with us on social media.
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