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Holly is an Masters prepared Registered Nurse and MBA Graduate from the Haskayne School of Business in Calgary, AB. She has over 20 years of experience in the healthcare field, and is currently a Professor of Nursing in the areas of Seniors and Community Health. 

Holly works with marginalized and vulnerable populations as a Designated Capacity Assessor for the Alberta Office of the Public Guardian and Trustee. Holly is knowledgeable, approachable, efficient and responsive, with the ability to travel across the province and country as required. She is a strong advocate, working diligently and ethically to ensure a thorough, dignified and expeditious experience for clients and families. 

Craig became a valuable member of the JFG team in 2023, bringing with him a rich background in wealth management gained during his tenure with two prominent Canadian asset management firms.

Graduating from Wilfrid Laurier University in June 2016 with a Bachelor of Arts degree, he majored in Psychology (Honours). He is currently pursuing his Master of Business Administration at McMaster University on a part-time basis. He strongly believes in professional development and is an advocate for continuing education. He is a Chartered Investment Manager (CIM) and is currently working towards his Certified Financial Planner (CFP) designation.

Vincent Johnston is a dedicated Realtor with Century 21 Valley Realty who brings years of experience helping clients successfully buy and sell all types of properties. Known for his straightforward advice, strong negotiation skills, and strong knowledge of the local market, Vince takes pride in guiding clients through every step of the real estate process.

Vince also holds the CICEA (Canadian Certified Executor Advisor) designation, giving him specialized expertise in assisting executors, estates, and Power of Attorney situations, and helping families navigate complex property decisions with professionalism and care.

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I have been working for public CPA firms since 1999.  My work has been primarily in small business and taxation.  As a result, I have years of experience with preparing the required tax filings for deceased taxpayers and their Estates.  I have recognized the need for a consultant to advise and pull together all the necessary steps for grieving executors.  I now manage the Estates department within James & McIntyre CPAs.

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I am  a seasoned Financial Advisor with more than ten years of experience helping families, professionals, and business owners across Northern British Columbia and all of Alberta build secure, resilient financial futures. As a licensed Securities Advisor, Life Insurance Advisor, and Accident & Sickness Insurance Advisor, while providing fully regulated, comprehensive guidance across wealth management, insurance planning, and long‑term financial strategy.

Holding the CICEA (Certified Intergenerational Care & Estate Advisor) designation, I  bring specialized expertise in navigating the complex financial, emotional, and legal considerations that arise across generations. His practice emphasizes estate organization, family continuity planning, caregiver support strategies, and structured guidance for clients managing aging‑parent responsibilities or multigenerational wealth transitions.

Clients value our direct communication style, northern practicality, and commitment to clarity. Whether supporting families preparing for the future, individuals organizing their estates, or business owners seeking long‑term stability, My mission is simple: to deliver knowledgeable, licensed, and compassionate financial advice that protects clients today and strengthens their families tomorrow.