Chris Valardo, CFP

Ph: (902) 429-1612    Toll Free: 1-866-475-9911    Fax: (902) 429-3141

Managing Partner

Over 17 years experience in the Financial Services Industry. Chris is responsible for growth and development of independant advisors in the Atlantic Region.

Pam Jardine

Ph: (902) 429-2962    Toll Free: 1-866-475-9911    Fax: (902) 429-3141

Manager of Support Services

Over 16 years experience in the Financial Services Industry. Pam focuses on contracting and new business development.

Tiffany Sparks

Ph: (902) 429-4001   Toll Free: 1-866-475-9911    Fax: (902) 429-3141

New Business and Marketing Specialist

Tiffany provides case consultation and new business support for brokers.

Kathie MacDonald

Ph: 902-429-4140   Toll Free: 1-866-475-9911    Fax: (902) 429-3141

Kathie joins us after many years of experience in the Financial services industry. Kathie will be responsible for servicing your needs with respect to Fundserv and your segregate fund business.