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 wealth management team endeavours to provide high net worth families with preservation of capital, while ensuring long term asset growth. We add value to clients' portfolios through innovative investment ideas in a proactive and timely manner, and draw on our experience in the industry to provide a high degree of sophistication. Our team concept ensures that clients receive the high level of service that they deserve.

Our team of experts

Senior Wealth Advisor
Speech bubble picto


Shawn has been in the industry for 14 years and started his carreer with Merrill Lynch Canada. He previously worked with HSBC Securities Canada for 10 years, before being bought buy National Bank Financial. Married with two children, he graduated from the University of Calgary with a Bachelor of Arts degree in Economics.

Joseph Chan

Senior Wealth Associate
Speech bubble picto


Joseph has more than 17 years of industry experience, and has been a member of the team since 2007. He is actively involved in the Chinese community and the sport of table tennis. He is fluent in both Cantonese and Mandarin.

Contact us

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


Email picto