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Today is a good day to put a plan in place. Financial advice for young families. I can help. Life's brighter under the sun

Meet the rest of the team

Dale Bland (Office Administrator)

Dale Bland

Dale has employed her strong customer service skills to assist our clients since 1993. She also plays an important role in the area of office administration, and coordinates marketing initiatives for our company.

Kristy McBride* (Licensed Assistant)

Kristy McBride

Kristy joined our company in 2006 and has over a decade of experience in the financial services industry. Her effective communication and administrative skills help her to provide our clients with the excellent service they deserve. Kristy is licensed to provide mutual funds.

Carli McLaren*, CFP* (Associate Advisor)

Carli McLaren

Carli started working in financial services in 2000 and joined our team in 2008. Carli has her CFP, Certified Financial Planning Designation and enjoys working with clients to address their needs.

  

* Mutual Funds offered by Sun Life Financial Investment Services (Canada) Inc.