Portfolio Management Team

Bill Dickie

Vice Chairman, Portfolio Manager

Focus: Strategic Initiatives & Brand Ambassador

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Bill Dickie
CFA
Vice Chairman, Portfolio Manager

Jason Vincent

President & Chief Operating Officer

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

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Jason Vincent
TEP, PFP
President & Chief Operating Officer

Anil Tahiliani

Vice President, Portfolio Manager

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

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Anil Tahiliani
MBA, CFA
Vice President, Portfolio Manager

Samia Preston

Vice President, Portfolio Manager

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

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Samia Preston
CFP, CIM, FCSI
Vice President, Portfolio Manager

Trevor Galon

Chief Investment Officer

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

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Trevor Galon
CFA
Chief Investment Officer

Baron Lee

Portfolio Manager

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

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Baron Lee
CFA
Portfolio Manager

Tom Stachiw

Portfolio Manager

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

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Tom Stachiw
CIM
Portfolio Manager

Jordan Beckett

Investment Analyst

Focus: Trading & Investments & Performance Analytics

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Jordan Beckett
CFA
Investment Analyst

Client Experience Team

Lindsay Bryant

Manager Client Experience

Focus: Client Experience

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Lindsay Bryant
Manager Client Experience

Jaime Morin

Chief Compliance Officer & Client Experience Associate

Focus: Compliance & Client Service

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Jaime Morin
BA
Chief Compliance Officer & Client Experience Associate

Lee-Ann Morrish

Manager Operations

Focus: Project Management & Human Resources

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Lee-Ann Morrish
Manager Operations

Katrina Powell

Senior Operations Associate

Focus: Operations Support & Database Management

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Katrina Powell
Senior Operations Associate

Rachel Yaholnitsky

Marketing Coordinator

Focus: Marketing & Event Management

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Rachel Yaholnitsky
BA
Marketing Coordinator

Alice Zhou

Accountant

Focus: Accounting

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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

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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

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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

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    Anil Tahiliani, MBA, CFA
    Vice President, Portfolio Manager

    Jordan Beckett , CFA

    Investment Analyst

    Focus: Trading & Investments & Performance Analytics

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    Jordan Beckett , CFA
    Investment Analyst