Certified Financial Planners

Who We Are

David Lord, P. Eng, CFP

David Lord, P. Eng, CFP

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Frank Trolio, CFP

Frank Trolio, CFP

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Timea Sarkozi

Timea Sarkozi

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Shari Cerenzia

Shari Cerenzia

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Jo-Anne Lewis

Jo-Anne Lewis

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Catherine Woodrich

Catherine Woodrich

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