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.

Partners

Headshot of Derek

Derek C. Barnard

Headshot of Jody

Jody Cleminson

B.B.A.

Headshot of James

James Delaat

TBD®

TBD

Headshot of Robert

Robert S. Dewar

TBD®

TBD

Advisor team

Headshot of Anne Crocker

Anne Crocker

TBD®

TBD

Headshot of Garry

Garry Gardiner

TBD®

TBD

Headshot of Melissa

Melissa Gardiner

TBD®

TBD

Headshot of Rick

R. Rick Macoretta

TBD®

TBD

Headshot of Zoe Mossey

Zoe Mossey

TBD®

TBD

Headshot of Marie Roemer

Marie Roemer

TBD®

TBD

Headshot of Reid

Reid [Last Name]

TBD®

TBD

Headshot of Mike

Mike [Last Name]

TBD®

TBD

Support team

Headshot of Andrea

Andrea Teny

TBD®

TBD

Headshot of Kim

Karrie

TBD®

TBD

Headshot of Kim

Kim Cote

TBD®

TBD

Headshot of Julie

Julie McDermott

TBD®

TBD

What makes us Lofties

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.

Contact us