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

Jamie Sutherland

Private Wealth Advisor

Managing Director
Learn more about Jamie Sutherland Visit Jamie Sutherland's website

Derek R Phillips

CPA

Financial Advisor

Vice President
Learn more about Derek R Phillips Visit Derek R Phillips's website

Donna Peterson

Registered Practice Associate

Learn more about Donna Peterson Visit Donna Peterson's website

George Connor

MBA

Financial Advisor

Vice President
Learn more about George Connor Visit George Connor's website


Our team

Jonathan West

Jonathan West

Registered Client Service Associate