Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Wealth Advisor & Portfolio Manager

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English

Bryan Mabee is a distinguished Wealth Advisor and Portfolio Manager with over 20 years of experience in the investment industry. Renowned for his comprehensive wealth management approach, Bryan is dedicated to being his clients' primary financial advisor. His investment discipline is deeply rooted in tactical portfolio management and value-based investing, which reflects his commitment to crafting tailored strategies that align with his clients’ financial goals. Bryan’s business philosophy is anchored in providing exceptional and innovative wealth management, financial advisory, and client service. This is underpinned by three core personal beliefs: mutual respect, responsible stewardship, and long-term partnership. These principles guide his approach to client relationships and portfolio management.

Outside of his professional life, Bryan has having competed in triathlons, a half Ironman, and the Whistler Granfondo. His dedication to fitness is further demonstrated by his participation in a charity ride that spanned six days, taking him from Victoria to Vernon.

Bryan is also an active member of the community, serving on the board of the Arts Club Theatre Company, where he contributes to the cultural enrichment of the community. Balancing his professional and community responsibilities, Bryan enjoys a fulfilling family life. He is married and the proud father of two boys, with whom he shares his passion for both sports and the arts. 

Matteo Montagliani

Associate

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English, Italian

Matteo is a Wealth Associate who has previous experience in retail banking at RBC. He graduated from Simon Fraser University in 2022 with a business and psychology degree. He also played on the varsity football team at SFU, and still plays soccer frequently.

Professionally, Matteo looks to give the best experience possible to our valued clients by being attentive to their every need, and establishing relationships that foster trust. Working in retail banking, He has learned how to build strong connections to clients by tailoring his approach to client experience based on the current interaction.

When not in the office, Matteo likes to exercise, coach his boys’ soccer team, and travel. Matteo is fluent in English and Italian and is currently learning Spanish as well. Going forward, Matteo will complete his options license and also obtain his Chartered Investment Manager designation, in order to better service our clients.

Contact us

Get contact information for our team members and find out where our offices are.