Ron Kassies

Financial Advisor

Ron has worked in the financial services industry for more than 16 years. Most recently he was part of a successful startup venture and before that was VP Business Planning & Strategic Initiatives wit...
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Paula Montgomery

Financial Advisor

Paula Montgomery became an advisor after passing the Canadian Investment Funds Course in 2011 and the Life License Qualification Program in November 2012. She worked for 20 years as a legal assistant ...
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Paul WarrenCFP®

Financial Advisor

Paul began his career as a Financial Advisor in 1994. He qualified as a Certified Financial Planner in 1999. The same year, he began his long and beneficial association with Investment Planning Counse...
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