Our Team

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Howard (Bud) Verfaillie, CEO
AIFA, PPC, CFP

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Ashley Rosser, President
AIF

Meet Our Support Team

Allison Livingston, Account Service Manager

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Peggie Verfaillie
Corporate Support

Richard St-Laurent, Compliance Consultant
CWPP
Read Bio

Jacob Riloff, Strategic Consultant
ChFC, CASL

Audrey Hallman, Controller
CPA