Arnold Machel
Certified Financial Planner
When Arnold entered the financial industry in 1995 it became his goal to “effect positive financial change in the lives of his clients”. Arnold’s Core Beliefs (relating to financial matters) and his s...
Read more Ben Machel, QAFP
Financial Advisor
Ben is new to the industry, but his enthusiasm and dedication to excellence are already clearly evident, making him a delight to have around the office. He is currently working towards achieving the C...
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Office Manager
Sharon’s accounting experience and her studies in the Certified General Accounting (CGA) program make her the ideal candidate to set up and maintain the many systems we have in place to monitor and ma...
Read more Lorrainne Kennedy
Executive Assistant
Lorrainne has over 20 years of experience in the banking and financial services industry in many roles from client service to branch management. She is a long term member of our team. Her exceptional ...
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