Vice Chairman, Portfolio Manager
Focus: Strategic Initiatives & Brand Ambassador
President & Chief Operating Officer
Focus: Family Office Service, Wealth Planning, Group Retirement Plans
Schedule Appointment with Jason
Senior Portfolio Manager
Focus: Canadian Equities. Works with private clients to achieve their personal goals
Schedule Appointment with Anil
Senior Portfolio Manager
Focus: Private Clients & Condo Program. Works with private clients to achieve their personal goals
Schedule Appointment with Samia
Chief Investment Officer
Focus: Asset Allocation & Fixed Income
Works with private clients to achieve their personal goals
Schedule Appointment with Trevor
Analyst/Trader
Focus: Trading & Investments & Performance Analytics
Chief Compliance Officer & Client Associate
Focus: Compliance & Client Service
Manager Operations
Focus: Project Management & Human Resources
RONALD MATHISON, CA, CBV, CFA
Director, Chairman
WILLIAM DICKIE, CFA
Director, Vice Chairman
JASON VINCENT, PFP, TEP
Director, President & COO