Enriching lives
together

Our Team

 

Jim Pelot
Jim Pelot CPA, CA Principal, Chief Financial Officer

Jim is responsible for the Company's finance and administration function and plays a key role in the planning, advisory and wealth management aspects of the business. Jim has been co-founder of three companies over the last fifteen years in the high tech and biotech industries. Most recently, he was Chief Financial Officer and Chief Operating Officer of Arctic Diagnostics Inc. which was awarded Life Sciences Company of the year honours. Immediately prior to Arctic, Jim was CFO and COO of Tm Bioscience Corporation, a TSX listed company. Jim has broad capital markets experience, having raised $100M from a variety of private and public sources for his startups. Jim holds a B. Comm. degree from the University of Ottawa, is a Chartered Professional Accountant and has held a number of Board and volunteer positions in a variety of organizations.


Richard Tremblay
Richard Tremblay RRC Principal, President

Richard is the President of ABEX Private Wealth Management Inc. (APWM). Before his role as President for the firm, Richard spent ten years working for two of Canada's "big-six" Chartered Financial Institutions, as a Financial Advisor and Registered Retirement Consultant serving personal and small business clients. Since joining the APWM, his focus has been on developing a platform of success for Independent Financial Advisors. With an eye for innovation and a passion to deliver the best client-centric solutions, Richard collaborated with industry experts and inspiring leaders in an effort to create a competitive and forward thinking model for Independent Financial Advisors and their financial practices.


Kevin Miller
Kevin Miller Director

Kevin is the President of ABEX Brokerage Services Inc., a national MGA based in Calgary, Alberta, since 1986. Having enjoyed an entire career in sales and sales management; Kevin became President of ABEX Brokerage in 2007.

With his extensive sales and management experience, he continues to apply the belief that strong product knowledge is crucial to ensure clients are provided with the best solution for their individual needs.

ABEX Private Wealth Management is dedicated to empowering & aligning you with the most competitive suite of products, expert resources and strategic partners with the goal of creating innovative opportunities that will distinguish your financial practice.

Solutions and strategies to
take
your financial practice to new heights

Contact UsContact Us

        admin@pwmgroup.ca  

Contact

Contact Form

Feel free to get in touch - we are happy to answer any questions that you may have.

Office

Barrie
135 Bayfield St. Suite #301
Barrie, ON L4M 3B3
 
 

 

Coming Events

No events