Portfolio Management Team

Bill Dickie, CFA

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

Learn More
Bill Dickie, CFA
Vice Chairman, Portfolio Manager

Jason Vincent, PFP, TEP

President & Chief Operating Officer

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

Learn More
Jason Vincent, PFP, TEP
President & Chief Operating Officer

Anil Tahiliani, MBA, CFA

Senior Portfolio Manager

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

Learn More
Anil Tahiliani, MBA, CFA
Senior Portfolio Manager

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

Learn More
Samia Preston, CFP, CIM, FCSI
Senior Portfolio Manager

Trevor Galon, CFA

Chief Investment Officer

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

Learn More
Trevor Galon, CFA
Chief Investment Officer

James Cook, CFA

Associate Portfolio Manager

Learn More
James Cook, CFA
Associate Portfolio Manager

Nasrat Muradi

Analyst/Trader

Focus: Trading & Investments & Performance Analytics

Learn More
Nasrat Muradi
Analyst/Trader

Client Experience Team

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

Learn More
Lindsay Bryant
Manager Client Experience

Jaime Morin, BA

Chief Compliance Officer & Client Associate

Focus: Compliance & Client Service

Learn More
Jaime Morin, BA
Chief Compliance Officer & Client Associate

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

Learn More
Lee-Ann Morrish
Manager Operations

Diana Cuznetova, CPA, CGA

Controller

Focus: Financial & Regulatory Management

Learn More
Diana Cuznetova, CPA, CGA
Controller

Alice Zhou

Accountant

Focus: Accounting

Learn More
Alice Zhou
Accountant

Board of Directors

RONALD MATHISON, CA, CBV, CFA
Director, Chairman

BILL DICKIE, CFA
Director, Vice Chairman

JASON VINCENT, TEP, PFP
Director, President & COO