Our Team


bud-smallHoward (Bud) Verfaillie, CEO
AIFA, PPC, CFP

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ashley-smallAshley Rosser, President
AIF

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Meet Our Support Team



Lindsey O’Brien
Account & Servicing Manager

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peggy-smallPeggie Verfaillie
Corporate Support

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Richard St-Laurent, Compliance Consultant
CWPP
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Jacob Riloff, Strategic Consultant
ChFC, CASL

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Audrey Hallman, Controller
CPA

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