Jaspal S. Mundi, B.Comm., CFP®
Senior Financial Planner
I'm a CERTIFIED FINANCIAL PLANNER professional with a Bachelor of Commerce degree from the University of Alberta. Since entering the Wealth Management industry in 1996, I've been the primary Wealth Ma...
Read more Donna Worthington, CFP®, EPC
Senior Financial Planner
Donna embraces two major careers. As a Registered Nurse, Donna won the YWCA Woman of Distinction Award for her “Clean Hands / Dirty Hands” Program. She has presented her program at international confe...
Read more Thais McKee, B.A, M. Ed., CHS, CLTC
Financial Advisor
Thais (Thaya) McKee provides service to clients in three marvelous Canadian provinces: BC, Alberta and Ontario and she loves traveling to meet them and connect virtually. Past education, training and ...
Read more Katie Stewart
Licensed Assistant
When Katie joined our team in 2018, she already had five year’s experience in the industry. Katie quickly stands out as client-centered, focussing her energy on tailored strategies for individuals, fa...
Read more Ruby Alabar
Client Service Assistant
Ruby joined our team in June 2019 with several years of previous financial services industry experience. She works with our team of Certified Financial Planners to support daily operations and to prov...
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