President, CEO & Co-Founder
Executive Chairman, Chief Strategist and Co-Founder
Vice President & Principal
Counselling Associate
Chief Investment Officer & Principal
Vice-President, Research & Principal
Portfolio Manager, Implementation
Portfolio Analyst
Portfolio Implementation Associate
Vice President & Principal Wealth Planning
Wealth Planner Associate
Manager, Business Services
Client Service & Compliance Associate
Client Service Associate
Business Services Administrator
Marketing Associate
Accounting & Finance
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