Detailed planning is OUR CORE CAPABILITY

Our principle belief is that everything begins with a well-designed financial plan. We’re highly adept at seeing the big picture of your financial life, and then addressing all the details that make the plan work – including identifying and resolving any gaps that may have previously been overlooked.

The members of our team work together to diligently apply their decades of cumulative industry knowledge and experience to skillfully analyze, research and strategize on your behalf.

Our goal is to serve as your trusted financial partner and thoughtful investment mentor, and transform your current success into a plan designed to move you toward the future you envision.

Meet our Financial Team

Cindy Boury
Cindy Boury, FCSI®, CIM®, FMA
Senior Portfolio Manager & Branch Manager
Susan Boury
Susan Bonner (née Boury)
Portfolio Manager Assistant
Sheryl Boury
Sheryl Ward (née Boury)
Business Development Specialist
Florenza Jones
Florenza Jones
Insurance Representative
Pat Dionne
Pat Dionne
Assistant to Cindy Boury
Charlene Fowler
Charlene Fowler
Licenced Investment Advisor Assistant
bio-headshot-lindyAmot
Lindy Arnot
Administrative Assistant
Jenny Donegan
Jenny Donegan
Administrative Assistant.
Coralee Yates
Administrative Assistant
Melissa Toews
Receptionist
bio-headshot-georigaWard
Georgia Ward
Office Relaxation Assistant
The strength of the team is each individual member. The strength of each member is the team.
Phil Jackson