ALLISON DARROCH "Something will always happen—9/11, a pandemic, or a market crash. I can't tell you what's next, but I can promise you that something is. My job is to build your portfolio so that when it comes, you're ready. In an industry built on returns, I've built mine on something steadier: being the person my clients know they can count on." Allison Darroch grew up in a numbers family and a household rich with love, experiences, and family dynamic. Her parents were both educators and...

MEGAN DEEKS "Theatre threw me into the deep end of every human emotion. That's exactly what lets me hold a client's hand through the biggest financial decisions of their life." There was no telling how Megan’s career in theatre would inform her ways in helping people manage their money. At Queen's University, where Megan earned an Honours BA, she spent her nights the way the most committed drama students do, in her room running lines. After her degree, she and five of her closest friends...

COLE HEIDEMAN "You don't want to be retiring on the same day your Advisor does.” When a prospective client sat down across from Cole Heideman recently, they shared that they had already outlasted three Advisors because they'd retired. Each handoff meant a new style to learn and a new rapport to build from scratch. In addition to sound wealth planning and disciplined investing, Cole provides his clients with a dedicated, high-touch relationship based on a time horizon that spans...