John Patterson President
Bruce Keirstead Associate Advisor
Roberto Palma Associate Advisor
John drives the firm’s vision with strategic leadership and a deep commitment to client success. A Dalhousie‑trained Bachelor of Commerce graduate, he brings decades of financial expertise and a reputation for delivering disciplined, integrity‑focused advice. His approach strengthens long‑term relationships and elevates the client experience at every step.
Roberto Palma Associate Advisor
Bruce Keirstead Associate Advisor
Roberto Palma Associate Advisor
Roberto strengthens the firm’s planning and advisory process through expert analysis and coordinated strategy support. With a Master’s in Insurance and Risk Management from UCAM and over 30 years of insurance leadership, he delivers disciplined, insight‑driven guidance that elevates client‑centered planning.
Bruce Keirstead Associate Advisor
Bruce Keirstead Associate Advisor
Bruce Keirstead Associate Advisor
Bruce delivers exceptional advisory guidance backed by nearly 40 years of industry expertise. He maintains strong, long‑standing relationships across personal and business insurance lines, providing clients with trusted insight, consistent service, and a commitment to their long‑term financial well‑being.
Yuliia Rodicheva Manager Operations
Yuliia Rodicheva Manager Operations
Yuliia Rodicheva Manager Operations
Yuliia delivers responsive client service and seamless operational support. With a Master’s in Accounting and Auditing from Kyiv National University of Economics and extensive experience in financial administration and process management, she ensures accuracy, efficiency, and a consistently smooth client experience.
Kye Roberts Data Analyst
Yuliia Rodicheva Manager Operations
Yuliia Rodicheva Manager Operations
Kye strengthens the firm’s advisory process through detailed analysis, research, and planning support. A Business Administration graduate specializing in Financial Management from NBCC, he contributes to data analysis, planning preparation, and internal reporting within the firm’s structured, client‑focused advisory workflow.