Meet our team

David Schultz (FChFP) (JP)

Director/Financial Adviser

Tegan Schultz

Finance & Business Services Manager

David Lockwood

Financial Adviser

Christine Lubcke

Financial Adviser

Vikki Frahn

Client Services Manager

Dawson Hunt

Financial Adviser, Technical Research and Advice Development Manager

Cheryl Martin

Client Service Team Leader

Tenille Richards

Technical Research and Advice Development Officer