Our Undivided Attention – When You Need It Most

Simplify your life by delegating your day-to-day investment decisions to one of our highly-accredited Investment Counsellors, so you can focus on what matters most to you.

Ben Shafiei, CFA

Investment Counsellor

Phone Number604-665-0728 | Email me | Visit Website

John F. Farrell

Investment Counsellor

Phone Number604-642-4422 | Email me | Visit Website

Kerby Sit, CFA

Investment Counsellor

Phone Number604-408-3120 | Email me | Visit Website

Leo Tse, CFA, CFP, CIM, FMA

Investment Counsellor

Phone Number604-655-4059 | Email me | Visit Website

Patrick Wilson, CFA, MBA

Investment Counsellor

Phone Number604-665-0187 | Email me | Visit Website