Our Team

There's No Question in Our Mind Who Comes First

So when it comes to your financial planning, we are an exclusive team that helps you achieve your goals with our unparalleled service.

Like all good partnerships, we will work together to ensure your needs are met, today and tomorrow. Our motto is “Better Together”. Here’s an introduction to our team of experts.

Allan Bush
First Vice-President, Investment Advisor

G. Derek Henderson
Investment Advisor

Robert W. Paterson, FCSI, FMA
Associate Investment Advisor

Cheryl Schwende
Client Associate

Kelly Gray-Gutoskie, FMA
Financial Associate

Kathleen Warkentin
Client Associate

Maureen Geschi
Administrative Assistant