Meet Our Team

Stephen has been providing top quality investment service and advice to clients since 1993.

Stephen graduated from the University of Alberta in 1988 where he earned a Bachelor of Commerce degree with distinction. Stephen has his Chartered Investment Manager (CIM) designation. The Chartered Investment Manager (CIM®) designation is a leading industry standard for discretionary investment and portfolio management services. It ensures that advisors have the knowledge and skills to evaluate and manage all aspects of a client’s investment portfolio. 

With almost three decades of experience, Stephen’s comprehensive knowledge and commitment to superior customer service has built many trusted, long-lasting relationships. As a dedicated investment professional, Stephen devotes his time to crafting, implementing, and monitoring client solutions which are customized to their unique needs. Stephen has successfully navigated his clients' financial well-being through a number of market downturns- protecting and growing their wealth over the past many years. He enjoys traveling and spending time with his family. 

Lisa is responsible for overseeing account operations and managing the complex flow of client documentation to ensure client day-to-day needs are met in a timely and professional manner. She assists our clients with a wide array of administrative matters including transfers, withdrawals, account documentation and maintenance.

Lisa has worked for the past 30 years in the financial service industry with BMO, taking on such roles as Customer Service Representative, Personal Banker, Assistant Manager and Executive Assistant. She has completed the Canadian Securities Course (CSC), Branch Compliance Officer’s Course, Personal Financial Counselling Diploma and Investment Funds in Canada. Delivering exceptional client service is something Lisa prides herself in.

She enjoys cross country skiing with her husband. They also travel together and with their two children. Lisa also likes to get into a good book and spending time with her Maltese.
 

As Communications Officer, Ashley is the primary contact for our team. She manages our team’s schedules and ensures our clients have a positive experience in their dealings with us through touch base phone calls and email communications. She is also essential behind the scenes as she maintains our social media presence, website, presentations and marketing materials.

Ashley has been in the financial industry since 2007. She completed her Animation, Art and Design diploma at the Art Institute of Vancouver, and has since tried to find ways to incorporate creative aspects to her administrative work. She has completed both the Canadian Securities Course (CSC) and the Conduct and Practices Handbook (CPH).

Family means everything to Ashley and she loves to vacation with her husband and two daughters to the best theme parks they can find. She is an avid gamer and comic book enthusiast and hopes to continue working on her art independently.