Peter TavenerCFP®

Financial Planner

"Peter Tavener is a CERTIFIED FINANCIAL PLANNER" professional and holds a Level II Life & Disability Insurance License. He has been helping build financial plans for people for over 25 years. Focused on 'Minimizing Tax' and 'Balanced Portfolio Planning', Peter specializes in...
Read more

Daniel Tavener

Associate Advisor

Dan joined the team in 2016 as Client Care Manager, with responsibility for strengthening client relationships through the development and execution of a Client Relationship strategy. Dan has a General Business Degree from Seneca College as well as a Level I Life & Disabilit...
Read more

Marilyn Tavener

Office Manager

Focused on providing the Total Client Experience, Marilyn is responsible for general administrative and reporting functions, as well as ensuring that all transactions you authorize are completed in a timely and accurate fashion. Marilyn's prior experience includes being a sm...
Read more