Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Douglas Calnan

Financial Advisor

Managing Director
Learn more about Douglas Calnan Visit Douglas Calnan's website


Our team

Marianne Sheppard

Marianne Sheppard

Registered Operations Leader

Heather Floridia

Heather Floridia

Client Service Specialist