John Klotz, BA, CFP®, CLU, CH.F.C, RHU, TEP
Financial Planner
John is a graduate of the University of Toronto (BA) and the Canadian Institute of Financial Planning (Toronto) . He has successfully achieved the Chartered Life Underwriter, Chartered Financial Consu...
Read more Jeremy Klotz, B. Math
Associate Advisor
A recent graduate of the University of Waterloo, Jeremy excels at financial matters. A keen student of the market, Jeremy has worked in wealth management and various technology roles. He is excited ab...
Read more Sharlene Keenan
Executive Assistant
Sharlene is a highly qualified assistant with 20+ years of experience. She handles the day to day transactions of our clients. She is very familiar with all the workings and subtleties of running an i...
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Client Services Manager
Amy has over 20 years of experience in the financial services industry. She prides herself with excellent client relationships and top flight communication skills. She is a valued member of our team.
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