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 Barbara G Malhoit

Barbara G Malhoit

CFP®, ChFC®

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

Financial Advisor

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


Our team

Darrah Nowak

Administrative Assistant