Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

We are a two person team, made up of Mervin Miller and Tracy Yang. We each bring a different skill set to the table and feed off of each others strengths in order to best serve our clients.  

Our team of experts

Senior Wealth Advisor
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Mervin was born and raised in Regina, Saskatchewan. He is a graduate of the University of Regina having attained a Bachelor of Administration (Finance) degree.  In 2001, Mervin became a Chartered Financial Analyst charterholder - the gold standard of financial market expertise.  After 22 years of working in Calgary, Mervin has also gained considerable experience in energy finance. In 2010, Mervin and his wife Dana, relocated to Victoria to raise their two children and experience new opportunities. Mervin enjoys outdoor activities, travelling, reading, and is a passionate student of the markets.

As a licensed wealth advisor, Mervin focuses on understanding client needs, market analysis, and portfolio construction. Mervin brings substantial market knowledge and leadership to the investment process.  

Tracy Yang

Wealth Associate
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Tracy Yang was born and raised in Fujian, China. In 2013, she came to Canada and enrolled at University of Victoria. She attained a Bachelor of Science degree with a major in financial mathematics and economics in 2018.

As a licensed Wealth Associate, Tracy focuses on client service, information systems and market research. Tracy brings energy and enthusiasm to the organization and is excited to take on new challenges. When she is not working, she enjoys fishing, cooking and outdoor activities.

Contact us

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


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