Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Advisor photo for Alfred Loomer

Alfred Loomer

MST, CFP®

Private Wealth Advisor

Learn more about Alfred Loomer Visit Alfred Loomer's website


Our team

Hayley Leman

Client Service Manager,

Client Concierge

Ana Colgan

Financial Planning Analyst,

Operations Specialist