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.


Alec Maclean

Senior Investment Counsellor

Phone Number604-665-0172 | Email me | Visit Website

Alison Parry, CPA, CA, CFA

Senior Investment Counsellor

Phone Number604-408-6159 | Email me | Visit Website

Andres Avila

Investment Counsellor

Phone Number604-786-5649 | Email me | Visit Website

Ben Shafiei, CFA

Investment Counsellor

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


Bruce Chisholm, CFA

Senior Investment Counsellor

Phone Number604-408-8389 | Email me | Visit Website

Clinton Maxwell

Investment Counsellor

Phone Number604-408-6072 | Email me | Visit Website

Davita Werry

Investment Counsellor

Phone Number604-665-9847 | Email me | Visit Website

James Lyman

Senior Investment Counsellor

Phone Number604-408-6228 | Email me | Visit Website

Jon Potter, MBA, CFA, CFP

Investment Counsellor

Phone Number604-408-3115 | Email me | Visit Website

Kerby Sit, CFA

Investment Counsellor

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

Kevin Bayley

Senior Investment Counsellor

Phone Number604-665-0162 | Email me | Visit Website

Leo Tse, CFA, CFP, CIM, FMA

Investment Counsellor

Phone Number604-218-7046 | Email me | Visit Website


Lisa Stewart, CFA

Senior Investment Counsellor

Phone Number604-665-9913 | Email me | Visit Website

Marion Tennant, CPA, CGA, CIM

Senior Investment Counsellor

Phone Number604-408-6303 | Email me | Visit Website

Michael Leggatt, MBA, CFA

Senior Investment Counsellor

Phone Number604-408-8395 | Email me | Visit Website

Patrick Wilson, CFA, MBA

Investment Counsellor

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

Patrick Ghanem, CFA

Investment Counsellor

Phone Number604-408-3127 | Email me | Visit Website

Russell Foster, CFA

Investment Counsellor

Phone Number604-665-0956 | Email me | Visit Website

Sam Meraw, CFA

Investment Counsellor

Phone Number604-408-6119 | Email me | Visit Website

Tanner Philp

Senior Investment Counsellor

Phone Number604-408-6048 | Email me | Visit Website

Trevor O'Reilly, CFA

Investment Counsellor

Phone Number604-665-9912 | Email me | Visit Website