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Advisors
- Bob Beach, BEd, LUAC,, CAFA
Bob Beach Insurance Inc.
- Bryan Broyles, CGA, CFE, TEP
Bryan Broyles Professional Corp.
- Jay Haralson, P. Ed., CSC, CAFA
Scotia Private Client Group
- Todd Poland, CAFA
CIBC World Markets
- Donald Roberts, CIM, P.Mgr., AICB, CAFA
PricewaterhouseCoopers LLP
- Dennis Todd, BSc (Math), CFP, RHU, CLU, CHFC, CAFA
Dundee Insurance Agency Ltd.
- Lori Vooys, PFP, CIM, FCSI, FMA, CAFA
Richardson Partners Financial Ltd.
- Shelly Vorra, CAFA
Scotia Private Client Group
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