BRYN HAMILTON, BA,...

October 29, 2020

CESAR LAUPER, CFP®...

October 27, 2020

TREENA NAULT, CFP®...

October 26, 2020

TAGE CAWLEY, BBA,...

October 24, 2020

TANIA KVAKIC, CFP...

October 23, 2020

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October 29, 2020

                                                          BRYN HAMILTON

Financial Advisor Bryn Hamilton highly values objectivity and independence in his practice. As a Certified Financial Planner (CFP) and a Chartered Investment Manager (CIM) with RGF Integrated Wealth Management, he offers his clients both. An active member of the FP Canada (previously FPSC) since 2008, Bryn trains his focus on six key areas of financial planning: investments, retirement, mortgages, estates, insurance, and taxes.

Bryn’s...

October 12, 2020

                                                 RYAN O'BRIEN

Wealth Management Advisor and Insurance Specialist  Ryan O’Brien specializes in minimizing tax, growing wealth, and protecting families. Ryan has built his practice on referrals, trustworthy long-term relationships and the reciprocity of solid investment relationships. Ryan believes that being well-advised is paramount; the key is recognizing that wealth management is a partnership where both client and advisor must be invested in each other.

“I worked in...

October 1, 2020

                                                                  LEE MOSLEY

Investment Advisor, Chartered Life Underwriter, and Elder Planning Counselor Lee Mosley began his career as an entrepreneur. His experiences as a self-employed self-starter enabled him to understand the challenges small and midsized business owners face. Adopting the Personal Wealth Management Strategy™ he’s assisted entrepreneurs with a wide-range of financial concerns including; employee benefit programs, sha...

September 9, 2020

                                                                 ANTHONY BENSON

Vice President and Investment Consellor, Anthony Benson has more than 16 years of investment and wealth management expertise. He believes in building partnerships with Canadian business owners and their families to “identify and optimize purpose-driven investment goals that meet their unique needs”. Anthony worked with ATB Financial for more than 13 years and has recently made the switch to Bl...

July 21, 2020

                                                                    DARCY BELL

CERTIFIED FINANCIAL PLANNER® professional Darcy Bell made the switch to financial planning 6 years ago. Starting out in retail, he worked his way up into a management role within an independent sports retail environment and learned the ins and outs of operating a business. The switch to financial services was prompted by his realization that he could utilize his love of numbers and focus on the aspects o...

July 3, 2020

                                                          MICHAEL SANSON

PORTFOLIO MANAGER and SENIOR INVESTMENT ADVISOR, Michael Sanson, found his way into Financial Services after graduating Wilfred Laurier University. Obtaining his Honours Bachelor of Business Administration in Specialized Finance in 2002, he began working as a Financial Advisor in 2006. A passion for business runs in his family - his parents were entrepreneurs. Michael and his brother once considered taking over the family business, ho...

June 18, 2020

                                                                                                  

                                      NATHAN GATT

Financial Advisor Nathan Gatt started his business in 2001 with zero dollars, zero clients, and a passion for managing money with the determination and focus of a profe...

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