MEET OUR TEAM

We help independent advisors who want to be better, be better.

These are the team leaders that get them there.

Executive Team

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Kevin Cott

Founder & Chairman

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Fiona Cuddy

President

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Christian McGuire, BCom, RHU, Pl.Fin

Vice President,

Business Development

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Massimo Testani, CPA, CGA

Vice President,

Finance & Operations

Senior Leadership Team

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Corey Cott

Manager, Marketing & Events

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Diana Di Renzo

Manager, HR & Back Office Services

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Jesse Cott

Manager, Corporate Communications

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Haley Cott

Strategic Initiatives Manager

Business Development Team

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Ben Russell, CEA

Inside Business Development Specialist

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Claudio Viola, CFP, CH.F.C., B.A.S.

Regional Director, Business Development Insurance

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Ed Bettencourt, EPC

Regional Director, Business Development Insurance

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Luigi Di Camillo

Regional Director, Business Development Insurance

Administrative Leadership Team