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

Michael Fontaine

Private Wealth Advisor

Managing Director
Learn more about Michael Fontaine Visit Michael Fontaine's website

Reed Wilson

APMA®

Financial Advisor

Learn more about Reed Wilson Visit Reed Wilson's website


Our team

Julie Cormier

Julie Cormier

Registered Client Service Associate

Roles & Responsibilities

  • Account Questions, Service, Money Movement
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Jody Conroy

Client Service Associate

Roles & Responsibilities

  • Scheduling & Appointments
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