Vice Chairman, Portfolio Manager
Focus: Strategic Initiatives & Brand Ambassador
President & Chief Operating Officer
Focus: Family Office Service, Wealth Planning, Group Retirement Plans
Vice President, Portfolio Manager
Focus: Canadian Equities.
Works with private clients to achieve their personal goals
Vice President, Portfolio Manager
Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals
Chief Investment Officer
Focus: Asset Allocation & Fixed Income
Works with private clients to achieve their personal goals
Portfolio Manager
Focus: Global Equities & Cannabis Sector
Works with private clients to achieve their personal goals
Portfolio Manager
Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals
Investment Analyst
Focus: Trading & Investments & Performance Analytics
Manager Client Experience
Focus: Client Experience
Chief Compliance Officer & Client Experience Associate
Focus: Compliance & Client Service
Manager Operations
Focus: Project Management & Human Resources
Controller
Focus: Financial & Regulatory Management
Senior Operations Associate
Focus: Operations Support & Database Management
Marketing Coordinator
Focus: Marketing & Event Management
Accountant
Focus: Accounting
RONALD MATHISON, CA, CBV, CFA
Director, Chairman
WILLIAM DICKIE, CFA
Director, Vice Chairman
JASON VINCENT, PFP, TEP
Director, President & COO