OUR TEAM
Exclusive Services. Powerful Wisdom. Connected Talent & Resources.
Core Personnel
Keith Brown
CFP, CLU, CH.F.C, FEA, CExP™, TEP
Business Family Advisor
Dylan Brown
DIPL. T, CLU®, CHS™, CEPA™
Financial Planner
Ivy Woo John
MBA, GBA, MFA-P™
Family Office Insurance Specialist
Joanne Durand
Executive Assistant
& Office Manager
Eryn Denroche
CFP, CLU
Financial Planning Analyst
Astrid Anderson
New Business
Coordinator
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