Our Team

TCU’s Wealth Management Specialists have a wide-array of industry credentials and financial planning and investment management experience, all designed to help you achieve your financial goals.  At the end of the day, however, it is that one-on-one personal service that is going to make the difference.

We are very proud to announce that 4 of our Advisors have been recognized in Qtrade’s Top Advisor Program for 2016. This is a great distinction awarded to advisors who not only achieve top gross and net sales, but most importantly, consistently exhibit sound sales and business practices. These practices include investment/financial planning and advice, risk management and adherence to regulatory and compliance requirements; all necessary components to delivering an excellent client experience. Congratulations to John Hettel, Judy Sokoloski, Caval Olson-Lepage and Andrea Bacsu. This is the third consecutive award for John Hettel and Judy Sokoloski.

Our team includes:

To speak to one of our Wealth Management Specialists please contact them directly, call our MemberLine department, stop by one of our convenient office locations or book an appointment online.

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Securities and securities related financial planning services are offered through Qtrade Advisor, a division of Qtrade Securities Inc., Member of the Canadian Investor Protection Fund.

 

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