a team built around you

From our CERTIFIED FINANCIAL PLANNERS™ to our dedicated marketing and administration staff, we strive to provide our clients with our best wealth management experience.

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mike bernier

MICHAEL BERNIER, CFP®, AIF®
Senior Wealth Advisor

Joseph Kalmanovitz

JOSEPH KALMANOVITZ, CFP®
Head of Financial Planning

jim mellon

JIM MELLON, CFP®
Wealth Advisor

megan costigan

MEGAN COSTIGAN
Director of Marketing

lexi garcia

LEXI GARCIA
Marketing Coordinator

karen ocskasy

KAREN OCSKASY
Head of Client Services & Operations

trisha stone

General Counsel

Canter Companies

The following team members provide operational support for Canter Wealth…

Employees of Canter Companies do not provide investment advice.

kim stasik

Accounting

arielle bernaman

Client Relations