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.

Image

Schedule a Meeting

 

Leadership

andrew canter

ANDREW CANTER
Principal

megan costigan

MEGAN COSTIGAN
Director of Marketing,
Canter Companies

trisha stone

General Counsel
Canter Companies

Advisor Team

mike bernier

MICHAEL BERNIER, CFP®, AIF®
Senior Wealth Advisor

jim mellon

JIM MELLON, CFP®
Wealth Advisor

Joseph Kalmanovitz

JOSEPH KALMANOVITZ, CFP®
Head of Financial Planning

Operations

Image

Controller
Canter Companies

Image

MIN JO
Operations Manager

lexi garcia

LEXI GARCIA
Marketing Coordinator,
Canter Companies

 

The employees of Canter Companies provide operational support for Canter Wealth and do not provide investment advice