Leadership Team

Executive Leadership

Finance

Jill Dildine

Jill Dildine

Corporate Vice President & Chief Financial Officer

Portfolio Management

Compliance

Jason Luhan

Jason Luhan

Chief Compliance Officer

Sales Leadership

Sylvain  Templeman, AIFA, BFA

Sylvain Templeman, AIFA®, BFATM

Executive Vice President & National Sales Manager

Janet Lee, AIF, BFA

Janet Lee,  AIF®, BFATM

Senior Vice President National Sales

Darrell Szymanski, AIF

Darrell Szymanski, AIF®

Senior Vice President National Sales

Cory Kendall

Cory Kendall

Executive Vice President, Sales Strategy

National Accounts

Carla Martin

Carla Martin

Director of National Accounts

Marketing

Julie Mochan, AIF

Julie Mochan, AIF®

Director of Digital Content & Insights

Maryam Tabei

Maryam Tabei

Marketing Campaign Manager

Technology

Marty Pearson

Marty Pearson

Director of Information Technology

Client Centered

Client Centered

Our talented team of wealth management professionals bring deep experience to investors each and every day. Serving advisors, and helping their clients build wealth and preserve assets is at the center of everything we do. Let’s start a conversation.

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