Portfolio Management Team

Bill Dickie, CFA

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

CONTACT Profile 403-539-5741
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Bill Dickie, CFA
Vice Chairman, Portfolio Manager

Jason Vincent, TEP, PFP

President & Chief Operating Officer

Focus: Family Office Service, Wealth Planning, Group Retirement Plans

CONTACT Profile 403-539-5742
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Jason Vincent, TEP, PFP
President & Chief Operating Officer

Anil Tahiliani, MBA, CFA

Vice President, Portfolio Manager

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

CONTACT Profile 403-539-5085
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Anil Tahiliani, MBA, CFA
Vice President, Portfolio Manager

Samia Preston, CFP, CIM, FCSI

Vice President, Portfolio Manager

Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals

CONTACT Profile 403-718-2127
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Samia Preston, CFP, CIM, FCSI
Vice President, Portfolio Manager

Trevor Galon, CFA

Chief Investment Officer

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

CONTACT Profile 403-718-2130
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Trevor Galon, CFA
Chief Investment Officer

Baron Lee, CFA

Portfolio Manager

Focus: Global Equities & Cannabis Sector
Works with private clients to achieve their personal goals

CONTACT Profile 403-718-2129
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Baron Lee, CFA
Portfolio Manager

Tom Stachiw, CIM

Portfolio Manager

Focus: Private Clients and Condo Program
Works with private clients to achieve their personal goals

CONTACT Profile 403-718-7792
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Tom Stachiw, CIM
Portfolio Manager

Jordan Beckett , CFA

Investment Analyst

Focus: Trading & Investments & Performance Analytics

CONTACT Profile 403-718-7797
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Jordan Beckett , CFA
Investment Analyst

Client Experience Team

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

CONTACT Profile 403-294-0108
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Lindsay Bryant
Manager Client Experience

Jaime Morin, BA

Chief Compliance Officer & Client Experience Associate

Focus: Compliance & Client Service

CONTACT Profile 403-718-2128
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Jaime Morin, BA
Chief Compliance Officer & Client Experience Associate

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

CONTACT Profile 587-441-1586
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Lee-Ann Morrish
Manager Operations

Diana Cuznetova, CPA, CGA

Controller

Focus: Financial & Regulatory Management

CONTACT Profile
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Diana Cuznetova, CPA, CGA
Controller

Katrina Powell

Senior Operations Associate

Focus: Operations Support & Database Management

CONTACT Profile 403-718-7798
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Katrina Powell
Senior Operations Associate

Alice Zhou

Accountant

Focus: Accounting

CONTACT Profile 403-294-0148
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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

  • Investment Management

    Trevor Galon, CFA

    Chief Investment Officer

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

    CONTACT Profile 403-718-2130
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    Trevor Galon, CFA
    Chief Investment Officer

    Baron Lee, CFA

    Portfolio Manager

    Focus: Global Equities & Cannabis Sector
    Works with private clients to achieve their personal goals

    CONTACT Profile 403-718-2129
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    Baron Lee, CFA
    Portfolio Manager

    Anil Tahiliani, MBA, CFA

    Vice President, Portfolio Manager

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

    CONTACT Profile 403-539-5085
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    Anil Tahiliani, MBA, CFA
    Vice President, Portfolio Manager

    Jordan Beckett , CFA

    Investment Analyst

    Focus: Trading & Investments & Performance Analytics

    CONTACT Profile 403-718-7797
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    Jordan Beckett , CFA
    Investment Analyst