Anne-Marie Greyling, B.Comm
Wealth Management Advisor
Anne-Marie and her family arrived on Victoria Day 1999 in Canada from South-Africa. She earned her Bachelor of Commerce Honors Economics degree from The University of Johannesburg and brings sound experience in economic research focusing on the financial markets and financial institutions. Anne-Marie is also known for her signature laugh, which is always lurking just below the surface. Learn more...
Client Service Manager
Rhonda is our primary administrator and client service contact. She has over 13 years experience in financial services administration in Saskatchewan, British Columbia and Alberta, including over four years with Integrated Wealth Management. She has completed both the Investment Funds Institute of Canada and Canadian Securities Courses. Learn more...
Janet Bullard RN,MN,CHPCA(c),CSA
Proactive Health Advisor
Janet Bullard was raised in Calgary and graduated with a Bachelor in Nursing in 1982 from the University of Calgary. Since then Janet has worked with patients of all ages in the community, acute care hospitals and hospice in Calgary. Janet’s focus and passion has been in working with seniors and families dealing with end of life illnesses. Learn more...
Robert McCullagh, CFP, CLU, RHU
Insurance Specialist
Robert started his career in the financial services industry with the Royal Bank over 20 years ago. He joined Prudential of England as a life agent in 1989, where he developed the skills of financial planning and built a clientele for the next ten years. In 1999 Robert became an independent broker with Benefit Planners and has a successful practice of business owners and clients. Learn more...