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

Associate

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. 

Our extended team

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Anna-Marie Lyons, MBA, CFP

Financial Planning Specialist


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Sean Murray, MBA, CPA, CMA, TEP, CPA (DE)

Vice-President & Estate Planning Specialist


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Melissa Nagelbach, LL.B

Will & Estate Consultant


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Aileen LaBorie, LL.B, TEP

Vice-President, High Net Worth Planning Services