Find the advisor that best suits your needs.
Leadership
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Al Jabri, CFP, CLU
Certified Financial Planner
Wealth Advisor
Partner | Longevity Wealth -
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Ashley Lalonde
Business Development Manager
Partner | Longevity Wealth -
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Craig Ripley
Wealth Advisor
Partner | Longevity Wealth
Portfolio Management
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Jason Lemire, CFA
Chartered Financial Analyst
Portfolio Manager
CIO | Bold Wealth -
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Michael Craig, MBA, CIM
Chartered Investment Manager
Senior Portfolio Manager | Bold Wealth -
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Rick Taylor, CIM, CFP
Chartered Investment Manager
Portfolio Manager | Bold Wealth
Professional Services
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Brock O'Reilly, CPA, CA
Chartered Professional Accountant
President | O'Reilly Chartered Professional Accountant -
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Dylan Gorgi, CPA
Chartered Professional Accountant
Tax Partner | Longevity Tax -
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Freddy Jacobs, CPA, CA
Chartered Professional Accountant
President | Freddy Jacobs CPA Professional Corporation
Advisors
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Al Jabri, CFP, CLU
Certified Financial Planner
Wealth Advisor
Partner | Longevity Wealth -
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Anna Khan, MBA, CLU
Chartered Life Underwriter
Wealth Advisor -
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Cameron Brown
Wealth Advisor
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Cindy Marques, CFP
Certified Financial Planner
Wealth Advisor
Partner | Longevity Planning -
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Craig Ripley
Wealth Advisor
Partner | Longevity Wealth -
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Deron Cousens
Wealth Advisor
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Jordan Hinchey
Wealth Advisor
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Marcais Bowen
Insurance Advisor
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Matt Ford, CFP
Certified Financial Planner
Associate Advisor -
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Terri Hofan
Wealth Advisor
Benefits & Healthcare
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Brent Dufton
Consultant, Health and Benefits
Partner | Premier Health & Benefits Inc. -
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Bryan McLoughlin
Consultant, Health and Benefits
Partner | Claremont Benefits Consulting -
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Chuck Boldt
Consultant, Health and Benefits
Partner | Premier Health & Benefits Inc. -
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Emmett O'Kane
Consultant, Health and Benefits
Partner | Claremont Benefits Consulting
Experience & Support
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Abby Strohmeyer
Associate, Client Operations
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Dylan Young
Recruitment Manager
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Thomas Truong
Administrator
