Our Team

 

Paul W. Lermitte

Senior Wealth Advisor

Fellow of the international Family Firm Institute, TWU Aviation graduate, philanthropist.

Jeffrey L. Hector

Senior Wealth Advisor

Chartered professional accountant,

former CFO of a national family

business, community leader.

Kelly

Pather

Financial Planner

CFP professional, holistic practitioner, diligent caretaker, connected community member.

KSENIA KOVARSKY

Finanical Planner

CFP professional, wealth management strategist, mentor to young business women.

B. Spencer Rolls

Associate Financial Planner

Canadian Investment Management

professional, CFP candidate,

fishing enthusiast, outdoorsman.

JACQUELINE WANG

Administrative Associate

CPA candidate, numbers-related

team role, Vancouver Symphony

Orchestra and movie fan.