Meet the team

Certified Financial Planner: Andrew Dugmore
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Director

Andrew Dugmore CFP®

Portfolio Manager: Duncan Kirkman
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Portfolio Manager

Duncan Kirkman

Portfolio Manager: Dylan Smith
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Portfolio Manager

Dylan Smith

Certified Financial Planner: Dave Fisher
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Director

Dave Fisher CFP®

Karen Fisher - Director
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Director

Karen Fisher

Certified Financial Planner: Jamie Hilsdon
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Director

Jamie Hilsdon CFP®

Certified Financial Planner - Tyrone Peddie
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CERTIFIED FINANCIAL PLANNER® professional

Tyrone Peddie CFP®

Wealth Manager: Werner Beyl
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Wealth Manager

Werner Beyl CFA®

Short-term Insurance: Leoné Enslin
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Director

Leoné Enslin

Operations Manager: Desireé Barnard
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Operations Manager

Desireé Barnard

Financial Planner: Tracy Harrington
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Financial Planner

Tracy Harrington

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Practice Manager

Ciska Giacometti-Smith

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