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Team Members

Brian M. Scanlan, CPA, CA, CIM

Vice President, Investment Advisor, Associate Portfolio Manager

Tel: (250) 717-2149
Email: Brian M. Scanlan

Sherry Kossakowski

Investment Representative

Tel: (250) 717-2124
Fax: (250) 762-8593
E-mail: Sherry Kossakowski


Our Partners

Magnus Aaserud, CPA, CA, CFP

Wealth Management Consultant

Tel: (778) 436-8265 
Fax: (250) 762-8593
Email: Magnus Aaserud

Sarah King, B.Comm (Fin), PFP 

Estate & Insurance Advisor

Tel: 403-260-9362
Email: Sarah King