Our team

MARC LAMONTAGNE, CFP, RFP, CIM
Associate Portfolio Manager

 Marc Lamontagne, CFP, CIM

Portfolio Manager 

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Thomas Ryan, CFP

President & CEO

DAVID BURNIE - CFP
Portfolio Manager

David Burnie, CFP, CIM

 Portfolio Manager & Chief Compliance Officer

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Vickie Campbell, CFP, CIM

Associate Portfolio Manager

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Chris Ryan, CFP, CFA

Associate Portfolio Manager

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Chris Ferris, CFP
Research Associate

CFA Level III Candidate