Greg Upson

Investment Advisor & Vice President

604-257-7387 | Email me

Greg offers a wealth of experience as your Investment Advisor. He studied economics at Simon Fraser University prior to joining the firm as an Investment Advisor in 1993 and becoming a Vice President in 2002. Greg is an articulate and approachable investment professional whose experience and knowledge are invaluable assets to his clients as the worlds of economics and investing come together. A firm believer in ongoing education, Greg has achieved the prestigious designation of Fellow of the Canadian Securities Institute (FCSI). His accomplishments have been recognized through membership in the President's Club and the exclusive Executive Council. Greg is married to Polly and has two sons. 

Alex McPhee

Associate Advisor

604-257-7332 | Email me

Alex joined the team in the summer of 2017, with 7 years of investment industry experience. He is a graduate from the University of Victoria, where he obtained a Bachelor of Arts degree, along with a focus in Commerce. Alex has completed the Canadian Securities Course, the Wealth Management Course, and is currently completing the Chartered Investment Manager (CIM) designation. As Associate Advisor, is responsible for offering a high level of service to clients and works closely with Greg managing client portfolios, providing advice, updating clients regularly, and coordinates our Financial Planning and Estate Planning for clients. He also works to develop and implement many of our client education initiatives. Alex was born in Victoria, before his family moved to Vernon where he grew up.

Natasha Hodgson


604-257-7653 | Email me

Natasha joined us in the fall of 2016 after obtaining a Bachelor of Arts degree, with a major in Economics and minor in Commerce, from the University of Victoria. Natasha provides all administrative support, including statement and tax inquiries, cheque requests, and funds transfers. 

Anna-Marie Lyons

Financial Planner

Anna-Marie prepares comprehensive personal Financial Plans to help clients identify and reach specific goals with respect to retirement, education, major purchase funding and estate planning. Having obtained the Certified Financial Planner professional designation and with over 25 years' experience in the financial services industry, Anna-Marie has extensive experience helping clients plan for retirement and address other financial goals. She also has a Master's of Business Administration (MBA) from the Ivey School of Business and is a committed advocate for improved financial literacy.


Sean Murray

Estate & Insurance Planning Specialist

Sean, a Certified Management Accountant and Certified Public Accountant (Delaware), holds a Master of Business Administration degree from the Richard Ivey School of Business at The University of Western Ontario. He is an experienced insurance and estate planning professional with over 10 years in the industry. Prior to entering the estate planning industry, Sean was a senior manager in the tax group of a national accounting firm. His expertise includes personal and corporate tax, estate and succession planning, and corporate reorganizations.


Melissa Nagelbach

Will & Estate Consultant

Melissa works with clients to provide information on structuring their estates in an efficient and tax-effective manner. She obtained her Bachelor of Arts degree from Simon Fraser University in 1999 and earned her Bachelor of Laws degree from the University of Victoria in 2007. She was called to the Bar in British Columbia in 2008. In previous roles, Melissa practiced law in Vancouver and specialized in estate planning and estate administration as well as small business corporate and commercial matters. Melissa assisted clients with a range of estate planning matters including drafting Wills and Powers of Attorney.


Aileen La Borie

Vice President, High Net Worth Planning Services

Aileen specializes in assisting high-net worth clients and families with more complex needs in the areas of their succession, tax, retirement and estate planning. Aileen obtained a Bachelor of Arts degree from the University of British Columbia in 2000 and graduated from Dalhousie Law School in 2003. She was called to the Bar in British Columbia and Ontario in 2004. Prior to joining RBC Dominion Securities, Aileen practiced law in Vancouver and Toronto. She specialized in estate planning, trusts and tax litigation until joining a major trust company in 2005.


Click here to view our team brochure