Sharon Cozzarin, CFP®, EPC
Certified Financial Planner®
I have worked in the financial industry since 1997, obtaining my mutual funds registration, then extending my knowledge with my Certified Financial Planner (CFP®) and Elder Planning Counsellor (EPC) d...
Read more Kayla Cozzarin, CFP®
Certified Financial Planner®
Kayla has been working in the financial industry since 2013. She currently holds her Certified Financial Planner (CFP®), life insurance and mutual funds license. Kayla brings a hard-working and focuse...
Read more Harold Postma
Client Care Manager
Education: Canadian Investment Funds Course(1998) Certified Financial Planner (2004) Over 40 years Financial Experience
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