Our Team

Our team comprises experienced financial and investment management professionals who offer tailored wealth management solutions for clients.

Investment Management Committee

Denis J Bisson, MBA, CFP, CIM, TEP

Independent Portfolio Manager

Jay Bhutani

President & COO

Sean Wilson, B.Mgt, CIM, CFP

Independent Portfolio Manager

Peter Kinkaide, CFA

CEO & Chief Investment Officer

Client Services

Victoria Kouzmichova

Vice President of Compliance, Chief Anti Money Laundering Officer

Ashley Brady

Investment Administrator

Colleen Springler

Vice President of Finance & Operations

Edita Sehic

Senior Investment Administrator

What We Believe

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