Your Team

Portfolio Managers

ACCESS-30SQ

Jennifer Black

BSED, FMA, CFP, CIM, FEA

ACCESS-158SQ

Doug Beck

BA, CFP, CIM, FCSI

Team Members

ACCESS-13SQ

Janet Baccarani

CFP, CPA, CA, MBA, CEA

ACCESS-178SQ

Jonathan Mullett

Director of Risk Management

ACCESS-135SQ

Amanda Sproule

Lead Wealth Administrator

ACCESS-110SQ

Cherryl Twiss

Family Wealth Administrator

ACCESS-201SQ

Catherine de Almeida

Client Service Specialist

ACCESS-85SQ

Michelle Houghton

Client Relationship Manager

ACCESS-67SQ

Heather Adams

Financial Administrator & Insurance Processing

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Shanti Kandolkar

Processing Administrator