Dave Squires

Founding partner of a consulting business that partners with private equity firms to address the human capital needs within their portfolio companies. Through a consultative partnership we provide executive search services to companies throughout the US and Canada. Our focus is on C-suite and VP level positions.

Mark DesLauriers

Mark DesLauriers leads the fractional CFO practice at CFO Sense. A strategic-minded, results-oriented, collaborative leader with over 30 years of diverse financial and operational experience, who can roll up his sleeves to help entrepreneurs drive the businesses forward and execute the plan, while streamlining key processes using lean thinking.

Jeffery Cook

Jeff and the Walton Financial Group collaborate with clients to create customized financial plans, valuing strong personal relationships. With expertise in investment strategies, insurance, tax, and estate planning, he offers high-quality advice and service. Jeff consistently assists high-net-worth individuals and business owners in wealth accumulation, preservation, and transfer.

Alessandro Borgia, RRC

Hi I’m Alessandro, Insurance Agent & Financial Advisor at the Co-operators in Barrie. I help business owners, individuals and families focus on what matters most using personalized holistic financial planning and business planning strategies.

Michael Richardson

I am privileged to have the opportunity to support a dynamic team of financial professionals. My role is to partner with our financial advisory teams facilitating, coaching, and supporting their practices. As a CFP, I take pride in providing ongoing support and encouragement to help them achieve their professional goals while supporting their clients.

Jenny Makula

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 Stayropoulos

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 Tremblay

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 Tremblay, R.R.C.

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.