About Us

Theresa Wever

Certified Financial Planner®
Investment & Insurance Advisor

Cynthia Quaile

Investment Funds Advisor

Michael Lecuyer

Investment & Insurance Advisor

Amanda Simpson

Mortgage Agent

Rose-Marie Deley

Client Services Representative
(Vankleek Hill Office)

Zachary Plunkett

Client Services Representative
(Russell Office)

Laura Hynes

Client Services Representative

Jacqueline Lanthier

Administrative Assistant

Benjamin Graziadei

Administrative Assistant