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Our Team

Lee Bonell, PFP

Senior Investment Advisor, Financial Planner and Group Plan Specialist

Tel (807) 343-1909

Fax (807) 345-6741

E-mail: Lee Bonell

Kevin Roberts, BBA, CIM, FCSI

Investment Advisor

Tel (807) 343-1915

Fax (807) 345-6741

E-mail: Kevin Roberts

Tom Jackson, BSc, CIM, FCSI

Investment Advisor

Tel (807) 343-1911

Fax (807) 345-6741

E-mail: Tom Jackson

Leah Ahola

Sales Assistant

Tel (807) 343-1928

Fax (807) 345-6741

E-mail: Leah Ahola

Our Partners 

 

Mark Moulson, CFP®, CLU, CHS 

Estate and Insurance Advisor, BMO Estate Insurance Advisory Services

Tel (807) 346-7091

Fax (807) 345-6741

E-mail: Mark Moulson

 

Marlene Fortin

Associate Estate & Insurance Advisor

Tel (807) 343-1908

Fax (807) 345-6741

E-mail: Marlene Fortin