Our Team
Experienced professionals dedicated to your financial peace of mind.
Doug Leyland
Partner, CPA, CA
With decades of experience in wealth management and life insurance, Doug brings a CPA's analytical lens to every client relationship. His approach starts with understanding your complete financial picture before recommending any solution.
Jordan Matters
Partner, CPA, CA
Jordan combines deep insurance expertise with his CPA background to deliver strategies that align with clients' broader financial goals. His focus on clarity ensures every client understands their options fully.
Michelle Roussin
Tactical Field Underwriter
Michelle works behind the scenes to assess insurability before we proceed, conducting confidential discussions about medical and lifestyle factors. Her expertise ensures we approach the right carriers for your situation.
Work With Our Team
Take the first step toward financial peace of mind. Schedule a confidential consultation with our team.