Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.


Our advisors

Advisor photo for Barbara G Malhoit

Barbara G Malhoit

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Barbara G Malhoit Visit Barbara G Malhoit's website
Advisor photo for Ian Malhoit

Ian Malhoit

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Ian Malhoit Visit Ian Malhoit's website


Our team

Heather Smith

Administrative Assistant