Sharon CozzarinCFP®, EPC

Financial Advisor

I have worked in the financial industry since 1997, obtaining my mutual funds registration, then extending my knowledge with my CERTIFIED FINANCIAL PLANNER designation and Elder Planning Counsellor (E...
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Kayla CozzarinCFP®

Financial Advisor

Kayla has been working in the financial industry since 2013. She currently holds her CERTIFIED FINANCIAL PLANNER designation, life insurance and mutual funds license. Kayla brings a hard-working and f...
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Harold Postma

Client Care Manager

Education: Canadian Investment Funds Course(1998) Certified Financial Planner (2004) Over 40 years Financial Experience
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