Team Members
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Garett Surcon, CIM, FCSI
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Wealth Advisor, Associate Portfolio Manager
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Tel (204) 949-8014
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Fax (204) 947-2022
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E-mail: Garett Surcon, CIM, FCSI
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Tim Mahoney, CIM
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Investment Advisor
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Tel (204) 949-7881
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Fax (204) 949-2185
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E-mail: Tim Mahoney, CIM
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Jessica Hughes
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Sales Assistant
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Tel (204) 949-7899
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Fax (204) 956-2018
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E-mail: Jessica Hughes
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Our Partners
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Kurtis Massey, BAppFS, CFP, CIM
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Director, Wealth Planning
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(204) 949-8008
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Mark Moulson
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Insurance & Estate Advisor, BMO Nesbitt Burns Financial Services Inc.
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(204) 949-8988
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