Bill Dickie, CFA

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

Jason Vincent, PFP, TEP

President & Chief Operating Officer

Focus: Family Office Service, Wealth Planning, Group Retirement Plans
Schedule Appointment with Jason

Anil Tahiliani, MBA, CFA

Senior Portfolio Manager

Focus: Canadian Equities. Works with private clients to achieve their personal goals
Schedule Appointment with Anil

Samia Preston, CFP, CIM, FCSI

Senior Portfolio Manager

Focus: Private Clients & Condo Program. Works with private clients to achieve their personal goals
Schedule Appointment with Samia

Trevor Galon, CFA

Chief Investment Officer

Focus: Asset Allocation & Fixed Income
Works with private clients to achieve their personal goals
Schedule Appointment with Trevor

James Cook, CFA

Associate Portfolio Manager

Nasrat Muradi

Analyst/Trader

Focus: Trading & Investments & Performance Analytics

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

Jaime Morin, BA

Chief Compliance Officer & Client Associate

Focus: Compliance & Client Service

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

Diana Cuznetova, CPA, CGA

Controller

Focus: Financial & Regulatory Management

Alice Zhou

Accountant

Focus: Accounting