Our People and Network

Our mission is to use our knowledge and experience when helping businesses and individuals with their risk management, business succession and estate planning needs by building a friendly relationship in a holistic and honest manner.

Kris Martin

Managing Partner

Luke Marshall

Senior Partner

Anoma Peiris

Partner – Senior Financial Adviser

Shaye Fatnowna

Partner – Senior Financial Adviser

Jules McBean

Senior Financial Adviser

Zach Avarakis

Financial Adviser

Rob Larin

Senior Associate