Pierre Lacasse, CFP
Senior Financial Advisor
Education
Trish McRae, QAFP, BCO
Associate Advisor
Associate Financial Advisor with nearly 15 years of experience in the Financial Services Industry. She began her career in Saskatchewan owning and operating her own successful Brokerage Firm until moving to The Yukon in 2016 to be closer to family.
As a mother of 3, Trish has spent her career specializing in helping to educate young families about all aspects of financial literacy specifically in tax planning, insurance protection and risk mitigation. She is heavily involved in the community; often seen sponsoring or coaching her children’s sporting events. She also specializes in advocating for Women in Small businesses by helping them create wealth with tax-advantaged planning.
Trish has been published in Canadian Business and Forbes magazines for her outstanding commitment to helping young families. She is currently enrolled in studies to obtain her highest designation of Certified Financial Planning and currently holds designations as Qualified Associate Financial Planner and a Branch Compliance Officer.
Education
Elaine Gould
Executive Assistant
Insurance industry experience since 1998: wrote and pass the Insurance Agent’s License course. Look after all administration regarding insurance including but not limited to: beneficiary changes, banking changes, address changes, insurance renewals, quotations, bookkeeping, change of ownership and much, much more…
Michelle Longlade
Chief Communications Officer
Michelle Longlade retired from her position as Director of Standards of Practice and Accreditation at the Ontario College of Teachers in 2015. She has more than 30 years of education leadership experience. Michelle is a French-English bilingual, Metis and her extensive public service in Education includes First Nations initiatives, Community Outreach programs and liaising with Faculties of Education in Ontario and the Yukon.
Michelle held the position of course director with the York University Faculty of Education and has also worked for the Ministry of Education. Michelle also led the Qualifications Evaluation Council of Ontario for two years as Executive Director.
In her off time, Michelle, was appointed to the Ontario Association of Architects by the Lieutenant Governor where she served in the public interest on Council for two years. In 2018, Michelle was appointed to the Standards Development Committee by the Ministry of Education to work on developing accessibility standards for disabled students in Kindergarten to Grade 12.