Meet our team

Professionals who listen to your needs.

Discover our team

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.

 

Our team of experts

Senior Wealth Advisor

Jeff’s career in the investment industry started over 20 years ago in Bermuda.  His experience with financial markets spanned venture capital, fixed income and equity trading, asset allocation strategies and co-founder of a hedge fund.

In the last 10 years since returning to Vancouver, Canada,he has returned his focus to fixed income strategies and managing short term cash and deposits.  His aim is to provide security of principal, liquidity and the highest yields while remaining within the guidelines of each clients’investment policy statement.

Jeff is a holder of the Chartered Investment Management(CIM) designation.  He is an active participant in his community and volunteers as a Board Member at North Star Montessori Elementary School, has spent years as head coach and/or assistant coach for the North Vancouver Football Club and manages his recreational hockey team.  In his spare time Jeff can be found mountain biking, playing hockey, hanging out with family and friends, snowboarding and fishing. 

Danielle Bosaing

Wealth Associate

Danielle started her career in the investment industry in 2018. She has recently completed her BBA from British Columbia Institute of Technology.

She now handles our team's client service responsibilities, including preparing and maintaining client account documentation and assisting with the overall needs of our clients.

Danielle is the primary contact point for our clients for wire initiation, account opening documentation or any general enquiry with respect to their accounts.

Born and raised in Vancouver, Danielle is an avid foodie who loves travelling.

Alexey Manov

Wealth Associate

Alex graduated from the University of British Columbia’s Sauder School of Business with a degree in Finance and is currently pursuing his CFA designation. Post graduation, Alex worked in SaaS sales and as a consultant in the treasury advisory field. As part of the Jeff Wiebe Treasury Advisory Team, Alex focuses on institutional sales and relationship development.

In his spare time Alex enjoys playing recreational hockey, watching various sports, and spending time with his family. 

Kunal Singh

Wealth Associate

Kunal was born and raised in the northern region of India and came to Vancouver to pursue a Master’s in Business Administration from Fairleigh Dickinson University. He started in the industry as an Investor Relations Specialist where he worked on building relationships and bringing in new business. Upon joining the Jeff Wiebe Treasury Advisory Team, Kunal focuses on institutional clients and developing new relationships. 

Before coming to Vancouver, Kunal worked as an Architect. He designed projects ranging from offices and commercial spaces to residential houses and theme-based cafes. In his spare time, he enjoys reading and exploring new food.

Contact us

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