Our Team

Behind our company is a team of seasoned professionals who bring decades of experience and a broad range of expertise to serve our clients.

Bill Dickie

Portfolio Manager, Board Director, Vice Chairman

Jason Vincent

President & Chief Operating Officer, Board Director

Trevor Galon

Chief Investment Officer, Board Director

Anil Tahiliani

Senior Portfolio Manager

James Cook

Portfolio Manager

Lindsay Bryant

Manager Client Experience

Jaime Morin

Chief Compliance Officer & Client Associate

Lee-Ann Morrish

Client Associate

Diana Cuznetova

Chief Financial Officer

Alice Zhou

Accountant

Nasrat Muradi

Analyst/Trader