Our Lineup

David Salloum, CFP®, TEP, FCSI, CIM, MBA

Vice-President & Director, Portfolio Manager & Wealth Advisor

780-408-6000 | Email me

Vice President and Director, Portfolio Manager and Wealth Advisor


After completing his MBA in 1992, David joined his Father at Richardson Greenshields.
David has been a Portfolio manager since 2002. This designation is awarded by the IDA (Investment Dealers Association) to those individuals who meet stringent initial and ongoing qualifications and standards. Investments decisions are made on behalf of the client by the Portfolio Manager as determined by the specific guidelines set out in the Investment Policy Statement.


Since 1996 David has served on the Board of Directors for the Northern Lights Scouts Foundation. In 1999 he joined the Board of Directors for the Telus World of Science serving on various committees. Between 2000 and 2010 David was the morning and noon financial commentator on CBC radio. He is a member of the FCSI (Fellow of the Canadian Securities Institute) which is the most senior designation attainable in the financial industry and a member of the Society of Trust and Estate Practitioners. He taught the Canadian Securities Course for 5 years and was an instructor at Grant MacEwan University for 2 years in the Certified Financial Planner Program.


In 1998 he was selected as the “Investment Dealers Association Distinction Award Winner" for Alberta. In 1999 David was chosen by Advisor’s Edge Magazine as “Advisor of the Year - Prairies." In 2002 he received the National CIM Funds Award for "Funds for Excellence" in professional financial planning for his contribution to the community. In 2013 David was one of only two advisors in western Canada to be awarded the FPSC as a “Fellow of the Financial Planning Standards Council."

Gerald (Bud) Salloum

Investment Advisor

780-408-6002 | Email me

Kahil Gibran is noted to say I slept and I dreamed that life is all joy. I woke and I saw that life is all service. I served and I saw that service is joy, and that certainly holds true for Bud Salloum. Bud is a successful financial officer, father, and grandfather, and perhaps above all else, a community leader and philanthropist. Salloum is one of those individuals who, without fanfare, works tirelessly to support and enhance Edmonton, Alberta, and Canada.

Bud has served with many organizations, including Jaycees, Junior Chamber of Commerce, Kiwanis Club of Edmonton, and Klondike Days. Along with being very active in his neighborhood, Mr. Salloum also served on the Board of Directors for the West Edmonton YMCA and the United Way.

In 1965, Bud Salloum was chosen to be Alberta’s Centennial Officer for Canada’s 100th birthday. He also handled public relations across Canada for the Alberta team participating in the Centennial Voyageur Canoe Pageant. Former Alberta Lieutenant Governor Grant MacEwan said “ If anyone was above and beyond the call of duty in his job, it was Bud. He was recently honored with the Centennial Voyageur Canoe Paddlers by Governor General Julie Payette.

Dean Orr, CIM, FMA, FCSI

Associate Advisor

780-408-6008 | Email me

Jennifer Pearson


780-408-6006 | Email me

Rebecca Casselman


780-409-0933 | Email me