Meet the team behind Loft Wealth Management Group. We're a diverse group of financial professionals united by our commitment to putting clients first and delivering exceptional service through collaboration and expertise.

Managing Partners

Headshot of Derek

Derek C. Barnard

Headshot of Jody

Jody Cleminson

B.B.A.

Headshot of James

James Delaat

Headshot of Robert

Robert S. Dewar

Partners

Headshot of Anne Crocker

Anne Crocker

Headshot of Garry Gardiner

Garry Gardiner

Headshot of Melissa Gardiner

Melissa Gardiner

CFP®, MBA

Associate Partners

Headshot of Marie Roemer

Marie Roemer

Headshot of Reid Ramseyer

Reid Ramseyer

BSc (Mathematics)

Headshot of Mike

Mike Cote

CFP®

Executive Associates

Headshot of Kim Cote

Kim Cote

Headshot of Julie McDermott

Julie McDermott

Headshot of Heather Dyer

Heather Dyer

Headshot of Zoe Mossey

Zoe Mossey

Headshot of Karrie Vinters

Karrie Vinters

Headshot of Emma Hillier

Emma Hillier

Headshot of Andrea Teny

Andrea Teny

We take pride in our collaborative culture where every team member's voice matters and everyone is encouraged to bring their best ideas forward. Our "Loftie" culture is built on mutual respect, continuous learning, and a shared commitment to exceptional client service.

Ready to take the first step?

Financial planning is a journey, and it starts with a conversation.

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