Our experienced financial experts offer personalized services for all your needs, from crafting investment portfolios and planning for retirement to securing travel insurance and exploring pensions and GICs.
Entrust us to guide your financial future towards prosperity and security.
Meet Our Experienced Team
Tom Boros (President) and Kathleen Cryderman (Vice-President)
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Tom Boros
President / Financial Advisor
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Kathleen Cryderman
Vice President / Financial Advisor
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Teri-Lynn Beckstead
Financial Advisor
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Normand Seguin
Financial Advisor
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James Beecroft
Financial Advisor / Branch Manager
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Gabrielle Boros
Living Benefits Specialist
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Natalie Woods
GIC Specialist
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Manon Racine-Brabant
Head of Admin
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Leann Quenneville
Administrative Assistant
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Sylvie Charron
Head of Bookkeeping
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Hilda Ikpea
Licensed Advisor Support Representative
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Vamini Mohanathas
Licensed Advisor Support Representative