Paula Ives, CIM, FMA

Vice-President & Portfolio Manager

780-493-7762 | Email me

The team is led by Paula Ives, who has 22 years of experience in the financial industry as an Investment Advisor.

Paula is dedicated to providing her clients with the highest level of expertise and has obtained the Financial Management Advisor (FMA) designation, Canadian Investment Manager (CIM) designation and Portfolio Manager (PM) designation. She is also a fully licensed Insurance Representative and is able to provide insurance recommendations to help clients manage their risk and tax obligations. Paula can provide you with full access to Financial Planning services.

Brandon Bruyer, CFA, B.Sc.

Associate Investment Advisor

780-493-7758 | Email me

Brandon joined the team in 2012 after beginning his career with another firm. He is primarily responsible for the day to day portfolio operations and has a keen interest and passion for financial markets.


He earned his Bachelor of Science in Mathematics from the University of Saskatchewan and has obtained his Chartered Financial Analyst (CFA) designation.

Carol Hanna-Ackerman, CIM

Associate Advisor

780-944-5108 | Email me

Lillian Lam-Lopez, B.Comm., CFP®


780-493-7785 | Email me