Jenny Makula shares the entrepreneurial mindset that sets business owners apart from the rest. Having started her career prior to public accounting with eight years of investment banking experience in Equity capital markets on Bay Street, Jenny has a keen eye for complex financial statements and knows how to go the extra mile for her […]
Penny manages portfolios on a discretionary basis, provided access to both public and private markets. By leveraging her extensive knowledge and experience in wealth management, comprehensive wealth strategies are created with a focus on wealth creation, preservation and succession for business owners, their families, professionals, and other private clients.
Karine and the Seven Elements team craft personalized wealth management strategies for families who see money as a tool to build a richer life. Karine’s primary role is working with their clients to execute on that plan and make sure that the clients receive the attention and care they deserve throughout their financial journey with […]
Richard and his team specialize in crafting customized wealth plans for their clients that align with their values and priorities to help them make informed financial decisions for today and tomorrow.
My name is Scott Brandon and I am Small Business Advisor with Scotiabank based out of the Collier Street location. I am very passionate about assisting small business owners with their current and future goals. Together we create a financial plan to keep aligned with your personal and business needs.
My name is Rory Quinn, I am part of a growing Business Banking team and have the opportunity to lead our Small Business Advisor’s in Barrie & Area. Our TEAM is dedicated to providing you with the highest quality, personalized planning to help you build, manage, and transition your business.
As a CERTIFIED FINANCIAL PLANNER® (CFP®), I can help with more complex financial planning issues. I educated young families and professionals on financial products that are available on the market and how they would best suit their specific needs.
Partner of BDO Canada in Barrie specializing in accounting, assurance and tax for individuals and companies.
A seasoned and creative leader with a unique combination of senior finance and operations experience, Jeff’s brings a strategic, forward-looking perspective to mid-market enterprises. His energy and passion are channeled through a collaborative, yet persuasive management style.