Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team enjoys working with clients in building trusted and meaningful long-term relationships. 

Our team of experts

Portfolio Manager & Senior Vice-President
Speech bubble picto

English

Randall Takasaki was born and raised in Vancouver and graduated from UBC with his Bachelor of Commerce degree majoring in Finance. Ove the last 35 years, he has held senior executive positions at several major international investment firms. Randall has presented at over 100 investment seminars, forums and conferences. On three occasions, he has been one of the featured speakers at the World Financial Outlook Conference.

Randall has been consistently recognized as one of the firms's top performers in the country. Randall and his team bring a wealth of knowledge that they hope to share with clients.

Randall deals with a large number of high net worth individuals & their families and businesses in providing tailor-made portfolios and helping clients meet their wealth management goals. He provides diversified investment planning solutions that builds wealth, preserves capital and effectively transfers wealth to the next generation.

Senior Associate
Speech bubble picto

English

Jennifer Funaro has been in the wealth management industry since 2000. Jennifer graduated from British Columbia Institute of Technology in Financial Management. She provides key business development support for our team. She assists in monitoring client portfolios and the day-to-day servicing of client accounts. Jennifer can assist clients with their life planning, provide retirement planning solutions and assist with their overall financial goals. Her dedication and experience in providing superior client solutions and servicing has made her an invaluable asset to the team.

Associate
Speech bubble picto

English

Linda Leung has over 15 years of experience in the wealth management business. Linda graduated from University of British Columbia with a Bachelor of Arts in Economics. She provides business operations & development support, such as coordinating account reviews and dealing with account administration. She assists with the day-to-day servicing of client accounts. Her experience, warm personality and willingness to go the extra mile has made her an integral member of the team. 

Contact us

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

 

Email picto