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Investment Counselling

Jordan Amatto
CFA

Associate Investment Counsellor
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Sarah Anderson
CFA, CAIA

Associate Investment Counsellor
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Rob Broley
MBA

Director of Client Management
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David Buchanan

Director of Individual Client Management
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Grant Bunker
MBA, CIM

Investment Counsellor
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Renato Coelho
MBA, CFA

Investment Counsellor
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Matthew Deforest
CFA

Associate Investment Counsellor
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Clément Dobosz
CIM

Associate Investment Counsellor
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Riley Guenther
CIM

Associate Investment Counsellor
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Beth Hamilton-Keen
CFA

Investment Counsellor
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Chris Hanley
CPA, CA, CFP

Tax and Estate Planning Specialist, Private Wealth
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Janelle Hart
CFA

Investment Counsellor
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Denika Heaton
BBA, JD, TEP, CEA

Tax and Estate Planning Specialist, Private Wealth
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Jeff House
CFA, FEA

Investment Counsellor
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Stephanie Lau
CIM, CFP

Investment Counsellor
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Jorin Mantei
CFA, TEP, CFP, CIM

Investment Counsellor
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Stu Morrow
CFA

Investment Counsellor
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Katy Murdoch
CFA

Investment Counsellor
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Anton Nel
CFA, CFP

Portfolio Solutions Manager
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Laura Patterson
CFA

Investment Counsellor
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Greg Peterson
CFA

Portfolio Manager, Balanced
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Anna Przeslakiewicz
CFA, CIM

Investment Counsellor
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Oxana Rebro
CFA, TEP

Investment Counsellor
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Jennifer Rendle
CFA

Investment Counsellor
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Erin Stephens
CFA

Investment Counsellor
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Nicole Swales
CFA, MBA

Investment Counsellor
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Raymond Ta
CIM, CFP

Associate Investment Counsellor
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Brett Taylor
CFA, CFP

Investment Counsellor
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Steven Visscher
CFA

Portfolio Manager, Balanced
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Michael Walker
CFA

Associate Investment Counsellor
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Paul Wheaton
CFA, FEA

Investment Counsellor
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Oliver Yoon
CFA, CFP

Investment Counsellor
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