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