CHOOSE AN ADVISOR NEAR YOU

Windsor, ON

FALLON CHADWICK

Associate Advisor

It is my greatest joy helping families win financially. I am currently work full-time in a Retirement Community serving seniors for the last 3 years. 

2015 is when I entered into the Financial Industry and this has completely changed my life and the clients I serve. When I have time to myself, I enjoy spending quality time with my teenage son.

I also love being by the water or in the middle of the woods where I am one with nature. 

Phone: 519-890-3366

MARTIN BERG

Associate Advisor

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Phone: 519-796-6202

SEAN PATTERSON

Partner

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Phone: 519-996-1913

WADE GALE

Associate Advisor

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Phone: 519-903-0879

KAELA MCLELLAN

Associate Advisor

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Phone: 519-915-8404

SEAN SANTORO

Advisor

Everyone deserves an advisor with competence, integrity, high ethics, and professional standards, all while being passionate about the work that they do. These are all qualities that I strive to possess. Since 2010, I’ve has been helping individuals, and families to achieve their financial and life goals. A specialist in Insurance, Investment Planning, and Tax Savings strategies, I’m always excited to share new thoughts and ideas! I take pride in providing Financial Solutions and advice to anyone; wealthy and well established, or just starting out in their financial journey. My core principle continues to be serving everyone with honesty, integrity, and a desire to improve the lives of those around me. I believe the practice of Financial Services is not just about numbers and financial knowledge, but also building a foundation of trust and long lasting relationships, along the way.

Phone: 519-551-5804

SEAN PENHALE

Senior Advisor

After a nearly a decade in the finance industry, I never get tired of helping people take back control of their finances. I got into the industry after finding out no one ever offered solutions to my parents when I was growing up.

Phone: 519-995-4891