Treena is a consummate professional. She is very knowledgeable about our portfolio & really strives to match our financial goals to our investments. We feel Treena has our best interests at heart & really knows us as people. She & her team communicate clearly & always follow through on their commitments. We are very fortunate to have Treena as our investment advisor. 

Peri V. and Patrice Y.


 Treena takes the time to get to know you and your financial goals, and explains complex investment and financial information in easy, understandable terms. We have never been made to feel like “just another client”. Over the past 15+ years, Treena has helped our investment portfolio become better organized, and our retirement path very clear. We've been able to achieve more than we expected with her big picture analysis, wealth management experience and financial planning guidance. We have recommended her to several friends. 

Doug M., B.Sc., MBA, President and CEO