Our North Bay Team

Get to know our North Bay team of experts, who are ready to help you.

Adam Underwood, B.A., CFP®

Certified Financial Planner®
Insurance Representative

Kelly McQuoid

Insurance Advisor
Investment Representative

Michael Wellard, CFP®

Certified Financial Planner®
Insurance Representative

Nancy Kirkham, CFP®, EPC

Certified Financial Planner®
Elder Planning Counselor
Insurance Representative

Jennifer Farquhar, QAFP

Qualified Associate Financial Planner
Insurance Representative

Mary-Ann Giroux, B.A.

Insurance Advisor
Investment Representative

Brady McQuoid, QAFP

Qualified Associate Financial Planner
Insurance Representative

Megan Hobbs, B.A.

Insurance Advisor
Investment Representative

Madelaine Doucette

Insurance Advisor
Investment Representative

Courtney Romain

Marketing Associate

Amy Oliveira

Marketing Associate

Jeff Hobbs

Insurance Advisor Investment Representative

Amanda Nicholls

Licensed Marketing Associate

June McCharles, B.A.

Marketing Associate

 

Our Timmins Team

Get to know our Timmins team of experts, who are ready to help you.

 

Jason Gervais

Financial Security Advisor
Investment Representative

Shelby Madden

Financial Security Advisor