Our Team
Howard (Bud) Verfaillie, CEO
AIFA, PPC, CFP
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Meet Our Support Team
Lindsey O’Brien
Account & Servicing Manager
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Peggie 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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Ashley Rosser, President
Audrey Hallman, Controller