Team Members

Kevin Riddell

TEP

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

Kerri Whaley

Senior Client Relationship Manager

Emily Winson

HBCom

Associate Advisor

Helen Young

Insurance Coordinator

Sharron Summerton

Group Pension & Benefits Plan Administrator

Shelley Balcomb

Senior Client Service Associate

Zouhair Barazanji

HBCom

Client Presentation Coordinator

Deborah Copeland

BA

Client Service Associate

Graham Pitts

Client Service Associate

Oliver Ruivo

Hon. BSc, CFP, CLU, CHS

Group Pension Specialist

Brett McGrath

PFP

Pension Advisor

David Corbeth

BA

Corporate Benefits Specialist

George Mills

Group Pension Specialist