With over 20 years of experience in the financial industry, Allison specializes in creating long-term, personalized financial plans tailored to each client's unique goals and values.  She works directly with individuals and families to help them protect what matters most – whether that's building wealth, planning for retirement or ensuring financial security for future generations.  Her approach is grounded in trust, transparency and a deep commitment to delivering strategies that stand the test of time.   

Allison holds a Bachelor of Commerce (Honours) degree from the University of Manitoba and the Chartered Financial Analyst (CFA) designation.

In her spare time, she enjoys spending time with her husband, Ed, and their four young adults, as well as their two Goldendoodles. She also enjoys exercising, golfing, cooking, travelling, and spending time at the lake.

Gail Morden has enjoyed a career in the investment industry for over 35 years.

She is dedicated to performing administrative duties and handling client relations in an effective and professional manner.

Gail enjoys spending time at the lake with her husband and two daughters and has a passion for all things culinary.

With more than 22 years of experience working in the financial services industry, Jaimie handles the administrative functions to facilitate the smooth operation of client’s investment portfolios. She also assists with inquiries and requests from clients and their other trusted advisors.

Jaimie has completed the Canadian Investment Funds Course (CIFC) the Canadian Securities Course (CSC), Conduct & Practices Handbook (CPH) and takes pride in her attention to detail and providing exceptional client service.

In her spare time, she enjoys reading, cooking, travelling, spending days on the beach and quality time with her daughter.

With over three years of experience in client-facing roles in the financial services industry, Aaron excels at building trust, solving problems efficiently, and creating a positive client experience. Aaron holds a Bachelor of Arts (Honours) in Economics from the University of Manitoba and is currently completing the Canadian Securities Course (CSC).

Outside of work, Aaron enjoys golfing, staying active at the gym, and travelling. In the summer, he also enjoys spending time at the cottage with his family.