| Date | Description |
|---|
| 2022-05-27 |
update person_title Graham Roy CIM: Associate Portfolio Manager; Financial Advisor => Associate Portfolio Manager; Financial Advisor; Portfolio Manager |
| 2022-02-17 |
update person_title Graham Roy CIM: Financial Advisor; Portfolio Manager => Associate Portfolio Manager; Financial Advisor |
| 2020-09-20 |
update person_title Graham Roy CIM: Financial Advisor => Financial Advisor; Portfolio Manager |
| 2019-12-08 |
update person_description Tyler Smith => Tyler Smith |
| 2019-12-08 |
update person_title Tyler Smith: Staff Member => Financial Advisor With; Financial Advisor |
| 2019-09-08 |
insert person Tyler Smith |
| 2019-09-08 |
update person_description Ben Rivard => Ben Rivard |
| 2019-09-08 |
update person_title Graham Roy CIM: Principal; Financial Advisor => Financial Advisor |
| 2019-09-08 |
update person_title Patrick McIver: Insurance Specialist, GP McIver Insurance => Insurance Specialist, GP McIver Insurance; Support Team |
| 2019-03-02 |
delete person Shawn Keel |
| 2018-09-30 |
delete person Jennifer Garrett |
| 2018-02-21 |
delete person Sharon Grandy |
| 2018-02-21 |
insert person Jennifer Garrett |
| 2018-02-21 |
insert person Shawn Keel |
| 2017-06-20 |
delete person Meaghan MacDonald |
| 2017-06-20 |
update person_description Ben Rivard => Ben Rivard |
| 2017-06-20 |
update person_description Ed Lapointe => Ed Lapointe |
| 2017-06-20 |
update person_title Ed Lapointe: Principal; Planning Consultant; Financial Advisor; CA, CFP, RFP, TEP => Planning Consultant; Consultant |
| 2016-08-04 |
insert person Ben Rivard |
| 2015-08-07 |
delete person Shawn Keel |