Team Members

Kevin Riddell

Partner

Mark Winson

HBA, CFP, TEP, CIM®

Partner, Portfolio Manager

James D. Simon

CFA, CFP, FMA, FCSI

Partner, Portfolio Manager

Chris Riddell

CLU, CHS

Partner

Emily Winson

HBCom, CIM®

Associate Advisor

Amanda Sproule

Office Manager & Manager Client Services (Private Wealth)

Helen Young

Insurance Coordinator

Shelley Balcomb

Senior Client Service Associate

Deborah Copeland

BA

Client Service Associate

Lucas Cockburn

BA

Client Presentation Coordinator

Oliver Ruivo

HBSc, CFP, CLU, CHS

Group Pension Specialist

Brett McGrath

PFP

Group Pension Specialist

David Corbeth

BA

Corporate Benefits Specialist

Bryan McLoughlin

Benefits Advisor

Filomena Silva

Group Benefits Analyst

Raminder Singh

Group Pension & Benefits Plan Administrator