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Larry Melton

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Board of Directors

Andre Clark

Accountant Director

Ernest Holsey

Chief Finance Officer

Alan Parker

Investment Director

Thomas Lainari

Mortgage Manager

Edward Choi

Loan Manager

Freddy Bourgault

Procurement Director

Interested in joining our team?

Please click on the job title for more information and apply.

Officer team UK & USA

John Sutton


Everett Blackwell

Payroll Officer

Lester Diehl

Insurance Officer

Jason Vong

Recruitement Officer

Like what you’ve seen? Get in touch to learn more

Let's build something awesome together!

Retirement Planning

Retirement is a new journey filled with adventure and excitement.  It can also be quite unnerving given the uncertainties of the stock market, health care risks, longevity risk and not earning a paycheck any longer. We use an ongoing process to ensure that you can achieve all of your Needs, Wants and Wishes without running out of money.  Our process includes:

  • Defining what goals are most important to you
  • Improving the probability of success in achieving your goals
  • Aligning your investment strategy with your risk tolerance and financial goals
  • Creating an Income Plan
  • Reducing your tax burden
  • Stress Testing Your Retirement Plan