Our team

Cheryl Maloney

Executor Advisor, Oakville Office

Cheryl Maloney is a Chartered Professional Accountant, Certified Executor Advisor and Life Licensed Insurance Advisor.

Cheryl’s focus involves developing a roadmap to help facilitate a successful legacy transfer, while identifying and recommending mitigation strategies for the risks to your estate and the Executor personally.

Along with Investment Advisor, Chris Coderre, Cheryl plays a significant role in business development at the Oakville office.