Our People

For Allan McGregor, financial advice is all about building connections and helping clients reach their goals. “I enjoy guiding clients […]

We’re excited to welcome Gary Gleeson to The Investment Collective team! Joining us in January as our Managing Adviser in

Every adviser has a story, and for Liz Whalley, being a financial adviser is about more than just numbers—it’s about

It’s been an exciting awards season at our parent company, Alteris Financial Group, and we’re thrilled to share the recognition