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Julie-Anne Lizewski CFP®
​Financial Advisor

Email

Book appointment

Glen Steinson QAFP® CEA
​Financial Advisor

Email

Book Appointment

Judy Jenkins CFP® CCS CEA EPC
​Financial Advisor

Email

Denise Johnston
Licensed Administrative Assistant
to Glen (teammate with Joanne)

EMAIL

Jessica Robinson
Administrative Assistant
to Julie-Anne

EMAIL

Joanne Cockburn
Administrative Assistant
to Glen (teammate with Denise)

EMAIL

Rhonda Butt
Bookkeeping & Accounting
Office Administration

EMAIL

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CFP® = Certified Financial Planner. QAFP® = Qualified Associate Financial Planner, CCS = Certified Cashflow Specialist. CEA = Certified Executor Advisor. EPC = Elder Planning Council.