Alan Mackie P.Eng
Business Development Coordinator
Our primary objective is to empower clients to fulfill their dreams. That starts with a conversation about how our team takes care of you during your lifetime.
Specifically, I will:
- Be responsible for new client acquisition
- Monitor and ensure you receive the best client service experience
Kevin Lowe CFP®, TEP, CLU, RRC
Principal, Executive Financial Consultant
As your chief financial officer, I help you make strategic life decisions. Your success starts with the development of a customized and coordinated financial plan.
Specifically, I will:
- Be a resource for technical advice and strategic leadership
- Monitor your financial plan
- Identify opportunities beneficial to you
- Ensure you receive the best possible service