Who We Are
With over 25 years of experience, we are a team devoted to fostering meaningful relationships with our clients where we actively ensure we help them realize life’s possibilities today while building financial confidence and future retirement success with the plans that we build. Here’s a little information about who we are.
Peter Long, BA, CFP®
Director, Private Client Group
Investment Advisor
As a member of the coveted Top 30 President’s Council at IA, Peter believes that the way he adds value to the lives of his clients is to successfully manage assets in a way that reduces stress, builds momentum and creates financial well being for their future. He is dedicated to building customized plans and understands the power of staying connected and ensures his clients priorities align through all market cycles. Peter finds the most satisfaction when he sees his clients living the life he helped them plan - one generation to the next.
Locally, Peter is an established educator and writer with published articles in the National Post, the Hamilton Spectator, the Mutual Fund Review and the Canadian Law Journal. He is the author of the book, On Time Retirement and the creator of the accompanying course. He continues to teach and as an educator, he has taught this course at McMaster University, Mohawk and Sheridan Colleges.
In his spare time, he enjoys meaningful moments with his family, traveling and hiking the Bruce Trail where he’s been long-time member and supporter.
Sandra Bridgwater
Licensed Assistant
As Branch Administrator and Office Manager, Sandra’s passion of connecting with people has set her up well for building and managing relationships with multi generations of clients.
Sandra is the hub for client administration, and as a securities-licensed member of the team, her primary focus is to ensure all daily account operations and client transactions are completed in a timely and compliant manner.
As a proud hockey mom, when not at the rink for tournaments, practice and games, Sandra enjoys spending time outdoors hiking and traveling with her husband and two sons.
Kim Kingston
Administrative Assistant
Kim understands that the trusted relationships she develops with clients are what matters most. She leads the team’s event and seminar development where success comes from knowing that people leave well educated and well supported.
In her interaction with clients, Kim works hard to look after important daily administration, including appointment scheduling for annual reviews and timely updates with the team.
As a family of four with two boys actively involved in hockey, they also enjoy camping in Algonquin and simply getting outside for some time well spent together.
Shari Rogers
Licensed Assistant
One of Shari’s greatest gifts is her compassion, especially when it comes to supporting clients during the estate reconciliation process.
As a securities-licensed member of the team, Shari is responsible for executing investment trades and assisting with estate planning and insurance administration. She also takes pride in ensuring accounts are set up and managed in an effective and accurate way.
This mom of two boys is actively involved in their hockey and enjoys time with her husband and kids socializing, traveling and visiting Blue Mountain for some time outdoors.