We work together to achieve your goals
The Jeff Wiebe Treasury Advisory Team is here to help you manage your wealth. They will help you choose the products best suited to your needs.
Our team of experts
Senior Wealth Advisor
Jeff’s career in the investment industry started in the late 90’s in...
Alexey Manov, CFA
Senior Wealth Associate
Alexey graduated from the University of British Columbia’s Sauder School… Read more
Daniel Ocoro
Wealth Associate
After graduating from university with a degree in Finance, Daniel worked on... Read more
Shermaine Lio
Associate
Shermaine brings broad experience supporting complex projects and collaborating... Read more
Danielle Bosaing
Senior Wealth Associate
(On maternity leave)
Danielle is currently on maternity leave, embracing… Read more
Alisa McNaughton
Wealth Associate
Alisa completed her Master’s in Management, during which she did an internship... Read more
Joe Whysker
Associate
Joe graduated from the University of Victoria with a degree in Economics in 2022. ... Read more
Andrey Manov
Telemarketing Agent
Andrey attends Buffalo State University as a student athlete, where he studies... Read more
