Meet our team

Simon graduated from the University of Victoria with a degree in History and Economics. In 2001 he started with National Bank Financial and teamed up with Bryan Holyk. After completing his Certified Investment Manger designation he also became Options licensed and was responsible for developing trading strategies and securities analysis. Today, he chairs the Investment Committee and is lead manager on the team’s Fixed Income mandate. Over the years, Simon has come to recognize the importance of wholistic wealth management. To that end, he has worked extremely hard to recruit top talent and ensure that the team has expertise to cover client’s every financial need. He recognizes that client’s needs are increasingly complex and it is more important than ever to provide the client with 360 degree coverage.

When not working hard at the office Simon is working even harder to be a good husband and father to four young children. He enjoys getting outside and taking part in all the outdoor recreational opportunities BC has to offer. Over the years, Simon has also played an active role in the community with his charitable giving, volunteering, and has been a significant contributor to various soccer clubs in Vancouver as director, coach, and player.

Sarita is a licensed Senior Wealth Associate and has been in the industry since 1997. She has gained vast in-depth knowledge of investment operations and client management through her years of experience and continued education.  In 2004 she was appointed Branch Administrator at TD Private Wealth Management. She accepted an exciting opportunity to join National Bank Financial in 2006 working alongside the Branch Manager.

Sarita joined the Holyk Doran Wealth Management Group in February 2015. This move was instrumental allowing her to focus on her passions, creating strong client partnerships. Her focus and responsibility are in the management of client relationships and administrative operations.

Sarah is one of our Senior Wealth Associates and has been in the investment industry for 22 years, 17 of those years working directly with the Holyk Doran Wealth Management Group. She deals with the administrative needs of clients ensuring that clients receive the best possible service. Sarah has long had a passion for riding horses and took a recent sabbatical to pursue her interest in Equine Studies. She loves to spend time with her husband and 2 young boys and can often be found on the soccer pitch watching her sons play.

Nancy is a Certified Financial Planner licensed Wealth Associate starting her career at National Bank Financial in 2003. She moved to TD Wealth Management and on to BMO Nesbitt Burns before returning to National Bank Financial in 2016. At that time she joined the Holyk Doran Wealth Management Group and became licenced as a Certified Financial Planner to help clients achieve their financial goals.

Shauna was previously with Canadian Western Bank where she worked as a Loan Administrator for 5 years and joined the Holyk Doran Wealth Management Group in May of 2017. Soon after she became licenced as a Wealth Associate and has become an integral part of the team. She continues to provide support us on the client service front, adding to our depth of talent in that category.

Amy has been with Holyk Doran Wealth Management since 2019. She graduated in 2016 from Acadia University in Nova Scotia with a Bachelor of Science in Nutrition. She recently became licensed as a Wealth Associate. Amy provides support to the team through administration of clients’ accounts and ensures the efficient execution of the team’s daily operations.

Justin is a licensed Wealth Associate who recently joined the team, bringing a unique perspective from outside the financial services industry. He graduated from the British Columbia Institute of Technology (BCIT) in 2022 with a Diploma in Business Management. It was during his studies that he developed a strong interest in finance and wealth management.

Prior to entering the industry, Justin continued to expand his knowledge of financial markets through independent study and personal investing. His combination of business education, curiosity, and commitment to continuous learning allows him to support clients and the team with a thoughtful and disciplined approach.

Outside of work, Justin enjoys giving back to the community through coaching minor hockey. In his spare time, he can often be found on the golf course, riding his bike or exploring the many outdoor activities British Columbia has to offer.