Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.


Our advisors

Trevor Jones

CFP®

Branch Manager

Managing Director
Learn more about Trevor Jones Visit Trevor Jones's website

Elizabeth Grinkevich

Registered Practice Associate

Learn more about Elizabeth Grinkevich Visit Elizabeth Grinkevich's website

Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.

  • James Menger, CPA
  • Regina Sakkal