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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Schedule Financial Checkup

 
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

karen ocskasy

KAREN OCSKASY
Head of Client Services & Operations

 
 
 

Canter Companies

The following team members provide operational support for Canter Wealth…

Employees of Canter Companies do not provide investment advice.

megan costigan

MEGAN COSTIGAN
Director of Marketing

lexi garcia

LEXI GARCIA
Marketing Coordinator

trisha stone

General Counsel

kim stasik

Accounting