Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals are here to help you manage your wealth. We will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Portfolio Manager, Investment Advisor, Senior Vice-President

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Associate investment advisor

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Rumaan Fatema

Senior Investment Associate

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David Zhou

Senior Investment Associate

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Tracy Kieley

Investment Associate

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Brett Neufeld 

Investment Associate

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Contact us

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