Focus Areas
- Sustainable Investing
- Special needs financial considerations
- Business owner considerations
- Intergenerational planning
- Business retirement plans
- Retirement income strategies
Personal Interests
- Spending Time with Family
- Sustainability
- Gardening
- Car Restoration
- Outdoor Enthusiast
Team Members
- Tracy SutherlandClient Experience Specialist
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Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
Office Hours
Weekday | Availability |
---|---|
Mon | 08:30AM - 04:00PM |
Mon | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Tue | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Wed | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Thu | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Fri | 08:30AM - 04:00PM |
Sat | Closed |
Sat | Closed |
Sun | Closed |
Sun | Closed |
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