image of Arline Segal

Arline Segal

Senior Vice President - Financial Advisor, Consulting Group

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image of Jordan Bastien

Jordan Bastien

Senior Vice President - Financial Advisor, Consulting Group

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image of Vivian Mamelak

Vivian Mamelak

Associate Vice President - Financial Advisor, Consulting Group

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Tonya Ewing

Senior Registered Client Associate


Gregory McLarty

Senior Investment Associate


Who we are

We are committed to our families, the environment, and the communities in which we live, giving our time and financial resources to support democracy, social justice, women’s rights, and climate change solutions.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.


Internal Wealth Strategist


Wealth Strategist


Trust Consultant

Contact us

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