Consistent coaching in changing circumstances

Our team’s commitment to you is to remain steadfast in the midst of inevitable change. Whether that means providing consistent coaching in a market downturn or unwavering support throughout a significant life event, we leverage our in-house expertise – and that of our partners – to provide true confidence in all facets of your wealth.

Ian Runnalls

Ian Runnalls, CIM

Senior Portfolio Manager & Investment Advisor

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Chris Holland

Chris Holland

Senior Associate

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Joyce Li

Joyce Li, CIM

Associate Advisor

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Mattea Kitzul

Mattea Kitzul

Administrative Assistant

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