Kimberley Smith

Kimberley has over 20 years of experience as an insurance advisor. She will work closely with you to fully understand your specific situation and goals. Based on your needs, she will help you make informed insurance and financial choices to build your savings and protect what you save against unexpected events and to prepare financially for […]

Sarah Balram

Sarah Balram is an entrepreneur, a Certified Financial Planner (CFP), a Certified Financial Divorce Financial Analyst (CDFA), a Chartered Financial Divorce Specialist (CFDS), is Life Licensed and a mother of two beautiful boys. Sarah is a proud alumna of Ryerson University and holds a Bachelor of Commerce in Finance with a minor in Human Resources […]

Rick Evans

Rick is President of McCay Duff Valuations & Consulting, Inc. He graduated from Carleton University with a Bachelor of Arts – Economics. He has practised in public accounting and business consulting since 1986 both in California and Ontario. For the past 15 years, Rick’s practice has been in the areas of business valuation, litigation support, […]

André Bolduc

André is a Senior Vice-President in the Ottawa Financial Recovery Services Office and a Licensed Insolvency Trustee with BDO Canada. André manages the Financial Recovery Services practice for the Ottawa region, Eastern Ontario and Eastern Quebec. For the past 25 years, André has been assisting individuals and businesses in finding creative and practical solutions to […]

Daren Givoque

Daren is a Financial Advisor at O’Farrell Wealth & Estate Planning | Assante Capital Management Ltd. Working with you to set smart goals for a secure financial future. With 10 years’ experience in personal finance, Daren’s mission is to help families build a strong foundation for a secure financial future. Together, you will map out […]