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

Vice President, Investment 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. 

Senior Investment Associate

Tracy has over 20 years of experience in the financial industry. Over that time, she has built a strong knowledge base and developed an exceptional record of client service. Dedicated to excellence in client service, she acts the Team's principal advisor on all administrative procedures and requirements. Tracy plays a vital role in the daily servicing of clients' needs, fulfilling a variety of requests and acting as a liaison with all the Firm's operational departments.

As an Registered Representative Licensed Associate, she also assists with implementation of our client portfolios and trade execution. In her spare time, Tracy can be found at a rink coaching her kids hockey or playing on her own recreational women's hockey team. 

Investment 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.

Investment 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.As an Registered Representative Licensed Associate, she also assists with implementation of our client portfolios and trade execution. In her spare time, Tracy can be found at a rink coaching her kids hockey or playing on her own recreational women's hockey team. 

Investment Associate

Kevin Dhillon is an Investment Associate on Jeff Wiebe’s Treasury Advisory team. He started his career during his Bachelor of Business Administration working as a VP of Sales for his family business. After completion of his BBA, he joined a local credit union where he practiced financial advisory before moving on to his current role at National Bank Financial.

Kevin is currently pursuing his CFA charter as well as the CIM designation. His main duties on the team relate to institutional sales & research, fixed income strategies, and relationship management.

Kevin can be seen hanging out with family and friends or riding his motorcycle in his free time.

Contact us

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