Our Partners

Michael has 17 years of experience in financial planning and portfolio management. A former hockey player, he combines discipline, attention to detail, and innovation to drive client success. He leads a collaborative team and holds CIM®, FCSI®, and PFP® designations, balancing work with a passion for adventure.

Cherelle has nearly a decade of financial industry experience and is passionate about delivering tailored wealth strategies. A strong client advocate, she combines precision with care, ensuring exceptional service. Outside the office, she enjoys Brazilian Jiu-Jitsu, outdoor adventures, gardening, and traveling with family values at heart.

As a Manager of Private Client Services, Brodie brings his passion for wealth management and supporting clients with him to FWP Apex. He blends his background in aviation and the oil & gas industry with financial expertise to deliver exceptional client engagement, simplified strategies, all while fostering strong teamwork in the office. He balances his work life with his love for adventure which includes skiing, golf, and water sports.