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