With a diverse team comprising a Certified Financial Planner, skilled Investment Representatives and Insurance Advisors, we’re your partners in achieving financial prosperity.
Meet Judy Ruttle, a Certified Financial Planner with a wealth of experience dating back to her entry into the banking world in 1995. Judy has honed her expertise in retirement, tax, and estate planning. Her commitment extends beyond numbers and spreadsheets – Judy is deeply engaged in the community, lending her expertise to various charitable organizations as a board member and actively raising funds for youth mental health initiatives. With Judy, you’re not only getting a skilled financial planner but also a compassionate advocate who is devoted to securing your financial future, one built on the values of kindness, dedication, and sound financial principles.
What sets Judy apart is her unwavering dedication to building wealth for her clients while fostering a trusting environment. Known for her kindness and commitment, Judy believes in the transformative power of hard work and strategic financial planning. She doesn’t just crunch numbers; she listens, understands, and collaborates to craft personalized financial roadmaps.
Hi, I’m Alana — a financial advisor since 2017, helping people feel calmer, clearer, and more confident about their money.
My approach is different from the traditional numbers-only model. I believe financial planning is deeply human. It’s shaped by behaviour, emotions, habits, and the stories we carry about money. That’s why I focus on helping my clients build not just wealth, but awareness, intention, and peace of mind.
I work best with individuals, families, and professionals who want guidance, accountability, and a plan that actually fits their life — not just a spreadsheet. Together, we create strategies that support your goals, reduce overwhelm, and help you make decisions with confidence.
It has been a pleasure for Judy to bring her son into the business and watch him grow into a highly organized and detail-oriented assistant. Chad specializes in managing the behind-the-scenes operations that keep the business running seamlessly—from coordinating client communications and maintaining accurate records to preparing documents.
With a strong aptitude for technology, he plays an important role in driving the business forward and supporting its continued success.
As the voice of the business, Dee serves as the first point of contact for clients, ensuring every interaction is welcoming, professional, and attentive. She manages client calls, coordinates scheduling, and keeps communication flowing smoothly so every client feels valued.
Known for her responsiveness and approachable demeanor, Dee is always available to listen, answer questions, and provide support whenever you call in. She takes pride in creating a positive, seamless experience for every client while supporting the day-to-day operations that keep the business running efficiently.
