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Advisors

Jason Vincent, PFP, TEP
President, Chief Operating Officer
Areas of focus:
Family Office, Wealth Management
Certifications:
PFP - Personal Financial Planner, TEP - Trust & Estate Practitioner
Office Number:
Bill Dickie, CFA
Vice Chairman, Portfolio Manager
Areas of focus:
Family Office, Wealth Management
Certifications:
CFA - Chartered Financial Analyst
Office Number:
Trevor Galon, CFA
Chief Investment Officer
Areas of focus:
Family Office, Wealth Management, Asset Allocation
Certifications:
CFA - Chartered Financial Analyst
Office Number:
James Cook, CFA
Portfolio Manager
Areas of focus:
Wealth Management, Global Equities
Certifications:
CFA - Chartered Financial Analyst
Office Number:
Anil Tahiliani, CFA
Senior Portfolio Manager
Areas of focus:
Family Office, Wealth Management, Canadian Equities
Certifications:
CFA - Chartered Financial Analyst
Office Number: