Peter Tavener
Certified Financial Planner®
Peter Tavener is a Certified Financial Planner® and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people for the last 20 years. He utilizes his Business Management experience and knowledge to help people build solid found...
Read more Marilyn Tavener
Office Manager
Marilyn is responsible for general administrative and reporting functions, as well as ensuring that all transactions you authorize are completed in a timely and accurate fashion. Marilyn’s most recent experience was as a small business owner in Newmarket. Prior to that, Mari...
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Client Care Manager
Dan has a General Business Degree from Seneca College and joins the team with 5 years of retail experience including 3 years as a Retail Manager, followed by 6 years wholesale experience in both purchasing and inside sales roles. Dan has also been an active community volunte...
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