Jaspal S. MundiB.Comm., CFP®

Senior Financial Planner

I’m a SENIOR FINANCIAL PLANNER 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 Manager for my sel...
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Donna WorthingtonCFP®, EPC

Client Care Manager

Donna spent all of her working years embracing 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 he...
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Thais McKeeB.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 ...
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Katie StewartCFP®

Associate Financial Advisor

When Katie joined our team in 2018, she already had five year’s experience in the industry. She quickly stood out as client-centered, focussing her energy on tailored strategies for individuals, famil...
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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 Senior Financial Planners to support daily operations and to provide...
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