MEET OUR TEAM
We help independent advisors who want to be better, be better.
And these are the team leaders that get them there.
Executive Team
{"items":["62402f77-48a2-4ac1-88ea-a5258bca42e3","38986f31-c40e-42d4-a71a-8bd01a79f52b","827d05d5-f83f-4987-8d29-8721814a31fe"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1,"isVertical":true,"gallerySize":558,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":5,"galleryMargin":0,"floatingImages":0,"chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":3,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCubeRatio":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":3,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":1,"mobilePanorama":false,"placeGroupsLtr":false,"viewMode":"preview","thumbnailSpacings":0,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"useCustomButton":false,"bottomInfoHeight":0,"titlePlacement":"SHOW_BELOW","galleryHorizontalAlign":"flex-start","galleryTextAlign":"left","galleryVerticalAlign":"flex-start","scrollSnap":false,"itemClick":"link","fullscreen":true,"allowSocial":false,"allowDownload":false,"allowTitle":true,"allowDescription":true,"loveButton":false,"loveCounter":false,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","scrollDirection":0,"overlayAnimation":"NO_EFFECT","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowTitleExpand":true,"allowDescriptionExpand":true,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"APPEARS","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","calculateTextBoxHeightMode":"AUTOMATIC","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":135,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"textsVerticalPadding":0,"textsHorizontalPadding":0,"titleDescriptionSpace":6,"customButtonText":"","customButtonBorderWidth":1,"customButtonBorderRadius":0,"loadMoreButtonText":"Load More","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"NO_BACKGROUND","itemBorderWidth":0,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":1,"videoLoop":true,"gotStyleParams":true,"selectedLayout":"2|bottom|1|fill|true|0|true","showVideoPlayButton":true,"galleryImageRatio":2,"sharpParams":{"quality":90,"usm":{}},"imageLoadingWithColorMode":"PICKED_COLOR","imageRatioType":"FIXED","numberOfDisplayedItems":3,"itemBorderColor":"color-5","itemShadowOpacityAndColor":{"value":"rgba(0, 0, 0, 0.2)"},"textBoxBorderColor":"color-5","textBoxFillColor":"color-2","alwaysShowHover":false,"isStoreGallery":false,"previewHover":false,"galleryLayout":2,"m_numberOfImagesPerRow":2,"itemOpacity":{"themeName":"color_16","value":"rgba(53,123,194,0.55)"},"itemFont":{"style":{"bold":false,"italic":false,"underline":false},"family":"raleway","preset":"Custom","editorKey":"font_6","size":16,"fontStyleParam":true,"value":"font:normal normal normal 16px/20px raleway,sans-serif;"},"itemFontSlideshow":{"family":"raleway-semibold","style":{"bold":true,"italic":false,"underline":false},"size":16,"preset":"Custom","editorKey":"font_5","fontStyleParam":true,"value":"font:normal normal bold 16px/20px raleway-semibold,raleway,sans-serif;"},"itemDescriptionFontSlideshow":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":15,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 15px/18px raleway,sans-serif;"},"itemDescriptionFont":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":12,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 12px/15px raleway,sans-serif;"},"itemFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"itemDescriptionFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemDescriptionFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonFont":{"family":"raleway","displayName":"Paragraph 2","style":{"bold":false,"italic":false,"underline":false},"size":20,"preset":"Body-M","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 20px/1.75em raleway,sans-serif;"},"loadMoreButtonFontColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"loadMoreButtonBorderColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"arrowsColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"oneColorAnimationColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"responsive":false,"modifiedGallerySize":true,"isAccessible":false,"allowLeanGallery":false,"layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":true,"externalInfoHeight":135,"externalInfoWidth":0},"container":{"top":"","bottom":"","left":"","right":"","width":570,"height":318,"position":"","avoidGallerySelfMeasure":true,"galleryWidth":580,"galleryHeight":318,"scrollBase":0}}
Business Development Leadership Team
{"items":["7e50d2d9-653f-41ac-87cd-5428a358dc6b","bc457044-0561-4d36-bd33-1b9febe0c71d","75b28351-9aab-4b74-9a0c-22a8c3c8554b"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1,"isVertical":true,"gallerySize":558,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":5,"galleryMargin":0,"floatingImages":0,"chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":3,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCubeRatio":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":3,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":1,"mobilePanorama":false,"placeGroupsLtr":false,"viewMode":"preview","thumbnailSpacings":0,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"useCustomButton":false,"bottomInfoHeight":0,"titlePlacement":"SHOW_BELOW","galleryHorizontalAlign":"flex-start","galleryTextAlign":"left","galleryVerticalAlign":"flex-start","scrollSnap":false,"itemClick":"link","fullscreen":true,"allowSocial":false,"allowDownload":false,"allowTitle":true,"allowDescription":true,"loveButton":false,"loveCounter":false,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","scrollDirection":0,"overlayAnimation":"NO_EFFECT","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowTitleExpand":true,"allowDescriptionExpand":true,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"APPEARS","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","calculateTextBoxHeightMode":"AUTOMATIC","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":127,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"textsVerticalPadding":0,"textsHorizontalPadding":0,"titleDescriptionSpace":6,"customButtonText":"","customButtonBorderWidth":1,"customButtonBorderRadius":0,"loadMoreButtonText":"Load More","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"NO_BACKGROUND","itemBorderWidth":0,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":1,"videoLoop":true,"gotStyleParams":true,"selectedLayout":"2|bottom|1|fill|true|0|true","showVideoPlayButton":true,"galleryImageRatio":2,"sharpParams":{"quality":90,"usm":{}},"imageLoadingWithColorMode":"PICKED_COLOR","imageRatioType":"FIXED","numberOfDisplayedItems":3,"itemBorderColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"itemShadowOpacityAndColor":{"themeName":"color_15","value":"rgba(0,0,0,0.2)"},"textBoxBorderColor":"color-5","textBoxFillColor":"color-2","alwaysShowHover":false,"isStoreGallery":false,"previewHover":false,"galleryLayout":2,"m_numberOfImagesPerRow":2,"itemOpacity":{"themeName":"color_16","value":"rgba(53,123,194,0.6)"},"itemFont":{"style":{"bold":false,"italic":false,"underline":false},"family":"raleway","preset":"Custom","editorKey":"font_6","size":16,"fontStyleParam":true,"value":"font:normal normal normal 16px/20px raleway,sans-serif;"},"itemFontSlideshow":{"family":"raleway-semibold","style":{"bold":true,"italic":false,"underline":false},"size":15,"preset":"Custom","editorKey":"font_5","fontStyleParam":true,"value":"font:normal normal bold 15px/18px raleway-semibold,raleway,sans-serif;"},"itemDescriptionFontSlideshow":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":13,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 13px/16px raleway,sans-serif;"},"itemDescriptionFont":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":12,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 12px/15px raleway,sans-serif;"},"itemFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"itemDescriptionFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemDescriptionFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonFont":{"family":"raleway","displayName":"Paragraph 2","style":{"bold":false,"italic":false,"underline":false},"size":20,"preset":"Body-M","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 20px/1.75em raleway,sans-serif;"},"loadMoreButtonFontColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"loadMoreButtonBorderColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"arrowsColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"oneColorAnimationColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"responsive":false,"modifiedGallerySize":true,"isAccessible":false,"allowLeanGallery":false,"layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":true,"externalInfoHeight":127,"externalInfoWidth":0},"container":{"top":"","bottom":"","left":"","right":"","width":570,"height":310,"position":"","avoidGallerySelfMeasure":true,"galleryWidth":580,"galleryHeight":310,"scrollBase":0}}
Business Development Team
Ben Russell
Inside Business Development Specialist
Claudio Viola
Business Development Manager
Frank Porreca
Business Development Specialist
Nicola Burton
Business Development Manager
Rick Gallant
Director, Wealth for Atlantic Region
Scott Edgington
Regional Wealth Manager, Ontario
Todd MacLeod
Business Development Specialist
Walter Smith
Business Development Manager
{"items":["a1fb99af-33df-47a5-a78a-b7038fa7009c","9d5f711a-8cbb-4628-96a4-abd97979e204","78c58abf-e669-4064-80bc-f56654ad9595","6c6283f3-ff78-46a6-8f0f-678939e5c309","b820fe97-4f43-4d04-91f8-e90c7a56aa68","4727b579-2ad5-4dfc-96f2-350d7621cbca","d9aacf67-91d8-4f3b-9973-b19b2def18a1","463c08f3-6d79-4164-ad56-279a59db9929"],"styles":{"galleryType":"Columns","groupSize":1,"showArrows":true,"cubeImages":true,"cubeType":"fill","cubeRatio":1,"isVertical":true,"gallerySize":558,"collageAmount":0,"collageDensity":0,"groupTypes":"1","oneRow":false,"imageMargin":5,"galleryMargin":0,"floatingImages":0,"chooseBestGroup":true,"smartCrop":false,"hasThumbnails":false,"enableScroll":true,"isGrid":true,"isSlider":false,"isColumns":false,"isSlideshow":false,"cropOnlyFill":false,"fixedColumns":3,"enableInfiniteScroll":true,"isRTL":false,"minItemSize":50,"rotatingGroupTypes":"","rotatingCubeRatio":"","gallerySliderImageRatio":1.7777777777777777,"numberOfImagesPerRow":3,"numberOfImagesPerCol":1,"groupsPerStrip":0,"borderRadius":0,"boxShadow":0,"gridStyle":1,"mobilePanorama":false,"placeGroupsLtr":false,"viewMode":"preview","thumbnailSpacings":0,"galleryThumbnailsAlignment":"bottom","isMasonry":false,"isAutoSlideshow":false,"slideshowLoop":false,"autoSlideshowInterval":4,"useCustomButton":false,"bottomInfoHeight":0,"titlePlacement":"SHOW_BELOW","galleryHorizontalAlign":"flex-start","galleryTextAlign":"left","galleryVerticalAlign":"flex-start","scrollSnap":false,"itemClick":"link","fullscreen":true,"allowSocial":false,"allowDownload":false,"allowTitle":true,"allowDescription":true,"loveButton":false,"loveCounter":false,"videoPlay":"hover","scrollAnimation":"NO_EFFECT","scrollDirection":0,"overlayAnimation":"NO_EFFECT","arrowsPosition":0,"arrowsSize":23,"watermarkOpacity":40,"watermarkSize":40,"useWatermark":true,"watermarkDock":{"top":"auto","left":"auto","right":0,"bottom":0,"transform":"translate3d(0,0,0)"},"loadMoreAmount":"all","defaultShowInfoExpand":1,"allowTitleExpand":true,"allowDescriptionExpand":true,"allowLinkExpand":true,"expandInfoPosition":0,"allowFullscreenExpand":true,"fullscreenLoop":false,"galleryAlignExpand":"left","addToCartBorderWidth":1,"addToCartButtonText":"","slideshowInfoSize":200,"playButtonForAutoSlideShow":false,"allowSlideshowCounter":false,"hoveringBehaviour":"APPEARS","thumbnailSize":120,"magicLayoutSeed":1,"imageHoverAnimation":"NO_EFFECT","calculateTextBoxHeightMode":"AUTOMATIC","calculateTextBoxWidthMode":"PERCENT","textBoxHeight":132,"textBoxWidth":200,"textBoxWidthPercent":50,"textImageSpace":10,"textBoxBorderRadius":0,"textBoxBorderWidth":0,"textsVerticalPadding":0,"textsHorizontalPadding":0,"titleDescriptionSpace":6,"customButtonText":"","customButtonBorderWidth":1,"customButtonBorderRadius":0,"loadMoreButtonText":"Load More","loadMoreButtonBorderWidth":1,"loadMoreButtonBorderRadius":0,"imageInfoType":"NO_BACKGROUND","itemBorderWidth":0,"itemBorderRadius":0,"itemEnableShadow":false,"itemShadowBlur":20,"itemShadowDirection":135,"itemShadowSize":10,"imageLoadingMode":"BLUR","expandAnimation":"NO_EFFECT","imageQuality":90,"usmToggle":false,"usm_a":0,"usm_r":0,"usm_t":0,"videoSound":false,"videoSpeed":1,"videoLoop":true,"gotStyleParams":true,"selectedLayout":"2|bottom|1|fill|true|0|true","showVideoPlayButton":true,"galleryImageRatio":2,"sharpParams":{"quality":90,"usm":{}},"imageLoadingWithColorMode":"PICKED_COLOR","imageRatioType":"FIXED","numberOfDisplayedItems":3,"itemBorderColor":"color-5","itemShadowOpacityAndColor":{"value":"rgba(0, 0, 0, 0.2)"},"textBoxBorderColor":"color-5","textBoxFillColor":"color-2","alwaysShowHover":false,"isStoreGallery":false,"previewHover":false,"galleryLayout":2,"m_numberOfImagesPerRow":2,"itemOpacity":{"themeName":"color_16","value":"rgba(53,123,194,0.6)"},"itemFont":{"style":{"bold":false,"italic":false,"underline":false},"family":"raleway","preset":"Custom","editorKey":"font_6","size":16,"fontStyleParam":true,"value":"font:normal normal normal 16px/20px raleway,sans-serif;"},"itemFontSlideshow":{"family":"raleway-semibold","style":{"bold":true,"italic":false,"underline":false},"size":14,"preset":"Custom","editorKey":"font_5","fontStyleParam":true,"value":"font:normal normal bold 14px/17px raleway-semibold,raleway,sans-serif;"},"itemDescriptionFontSlideshow":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":15,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 15px/18px raleway,sans-serif;"},"itemDescriptionFont":{"family":"raleway","style":{"bold":false,"italic":false,"underline":false},"size":12,"preset":"Custom","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 12px/15px raleway,sans-serif;"},"itemFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"itemDescriptionFontColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"itemDescriptionFontColorSlideshow":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonFont":{"family":"raleway","displayName":"Paragraph 2","style":{"bold":false,"italic":false,"underline":false},"size":20,"preset":"Body-M","editorKey":"font_8","fontStyleParam":true,"value":"font:normal normal normal 20px/1.75em raleway,sans-serif;"},"loadMoreButtonFontColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"loadMoreButtonColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"loadMoreButtonBorderColor":{"themeName":"color_15","value":"rgba(0,0,0,1)"},"arrowsColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"oneColorAnimationColor":{"themeName":"color_11","value":"rgba(255,255,255,1)"},"responsive":false,"modifiedGallerySize":true,"isAccessible":false,"allowLeanGallery":false,"layoutsVersion":2,"selectedLayoutV2":2,"isSlideshowFont":true,"externalInfoHeight":132,"externalInfoWidth":0},"container":{"top":"","bottom":"","left":"","right":"","width":570,"height":965,"position":"","avoidGallerySelfMeasure":true,"galleryWidth":580,"galleryHeight":965,"scrollBase":0}}