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Private Client Management

Pam Francis RGB 600x900

Pam Francis

CFA, B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management

Beth Hamilton Keen RGB 600x900

Beth Hamilton-Keen

CFA
Director of Private Client Management

Bill MacLachlan RGB 600x900

William MacLachlan

CFA, B.A. (Honours)
Director, Past Chairman and Senior Portfolio Manager

Desmond Martin RGB 600x900

Desmond Martin

CFA, B.Sc., B.Commerce (Honours)
Senior Portfolio Manager, Private Client Portfolio Management

Greg Paterson RGB 600x900

Greg Peterson

CFA, B.Commerce
Director, Portfolio Manager, Balanced Asset Mgmt.

Erin Stephens RGB 600x900

Erin Stephens

CFA, BA
Portfolio Manager, Private Client Portfolio Management

Steven Visscher RGB 600x900

Steven Visscher

CFA, B.Commerce
Senior Portfolio Manager, Private Client Portfolio Management

Olivia Woo 4x6 RGB 600x900

Olivia Woo

CFA, MBA
Senior Portfolio Manager, Private Client Portfolio Management