Our Team

A Team for Success

Keith Donoghue - Senior Financial PlannerKeith Donoghue Fin. PL, B. Comm - Financial Planner

Keith will create and implement a plan to get you on the road to success. Keith will take the time to get to know what is important to you and help guide you to reach your goals.




Laurie Laplante - Senior Wealth AdvisorLaurie Laplante - Investment Advisor

Laurie will assist you in your journey. She will enhance your client experience and keep you on track for continued success.





Jennifer Spinozzi    Jennifer Spinozzi - Investment Advisor


    Joining our team in September of 2018 as an advisor, Jennifer
    comes to us with over 7 years of experience in the financial services  




Marie Claude Carpentier – Service AssistantMarie-Claude Carpentier – Service Assistant

MC also handles all of your paperwork, gets your accounts set up and handles any issues along the way. As one of two primary contacts for the team, she handles all the daily ins and outs of the office.




Danny Dichmann - Administrative CoordinatorDanny Dichmann - Administrative Coordinator

Danny works behind the scenes to prepare our meetings and confirm our appointments with you. He would be the one to call if you need to meet with us.