Kelly Ireland
Financial Consultant
Kelly began her career in the Life Insurance industry in 1991 with Equitable Life. From there Kelly ventured into Mutual Funds becoming licensed in 1993 and joining a boutique style planning firm. Through 2003 she began to specialize in a complete financial process including...
Read more Stacey L. Gori
Administration and Client Services Representative
Stacey graduated from University of Windsor with an Honours Bachelor of Commerce and brings with her 20+ years of combined experience in HR, Finance and Administration. Her responsibilities include all facets of client service, coordination and preparation of portfolio revie...
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Administrative Assistant
Stephanie handles the day to day administration for client accounts related to investments and other client servicing needs including trade processing. Stephanie has a strong administrative background and experience in the life insurance industry. Clients enjoy the interacti...
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