Honesty. Integrity. Trust.


As a multigenerational team with diverse personal and professional backgrounds, we are deeply united in one particular way: our sense of responsibility to our clients. Our respective careers have each been inspired and defined by that common thread, and our team is committed to the values of honesty, integrity, and trust as the basis of every client relationship.

Photo of Bryan Vickers

Bryan Vickers, CIM, FCSI

Senior Portfolio Manager


Photo of Mark Ryan

Mark A. Ryan, CIM, CPA, CA

Senior Portfolio Manager & Investment Advisor


Photo of Graham Leitch

Graham Leitch, CIM, CFP

Associate Portfolio Manager


Photo of Emma Porter

Emma Porter

Associate Investment Advisor


Photo of Michaela Simmers

Michaela Simmers

Associate Advisor



Plan for simplicity

Let our team remove financial complexity and provide true peace of mind.

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