President at Willow Creek Wealth Management - Perth East, Ontario, Canada
Financial Advisor
Contact David Lawrence
Wealth Manager / Partner
Contact Heather Belli
Human Resources Recruiter
Contact Allyn Evie
Contact Teresa CFP
Administrative Assistant/Bookkeeping
Contact Sheryl Harrigan
Investment Operations Associate
Contact Cesar CSOP
Portfolio Manager
Contact Griffin Sheehy
Providing independent wealth management services for individuals, families, and businesses. Learn more at willowcreekwealth.com.