J. Alan Kemp, B.B.A.

Raised in the village of Glencoe, Ontario and a graduate of Glencoe District High School, Alan holds a Honours Bachelor of Business Degree from Wilfrid Laurier University.  From his roots as a small business owner, Alan has built a career in the investment industry that now spans over 33 years of market knowledge.  The achievement of Portfolio Managers Designation in 2015 has taken Alan’s approach to wealth management to the next level of professionalism.  Alan has four children and resides in London with his wife Barbara.     

stacy levitt, fma, cfp

Stacy believes that personalized service is essential for a good working relationship with our clients.  It is that belief that allows her to be successful in both roles as the team Administrator and Financial Planner.

Stacy’s rich background in personal banking and previous experience in the investment industry ensure that our daily administrative tasks are carried out efficiently and effectively.  Understanding your unique needs and services you might require is the key to our success.

The basis of financial planning is the recognition that everyone’s economic and life situation is different. As a Financial Planner, Stacy’s focus is to learn about your situation and financial goals. Together, we will build a custom-tailored financial plan that meets your needs.  We will continue to work together over the years to review achievements against your stated aims, and ensure you are comfortable everything is moving forward according to plan.