An Experienced Generation of Advisors with Energy and Expertise

Experienced Senior Partners who are involved with our clients

Nick Glen and Tony Hume provide oversight and guidance to all parts of our practice.

With their experience and wisdom, they often provide advice on 'matters of the heart' like transfer of family wealth, proper estate planning, dealing with aging parents and raising children to be responsible with money.

Their chartered accountant background gives them deep knowledge into the analysis and study of the businesses we own, together with a focus on the importance of after-tax rates of returns for our clients.

Their guidance, education and mentorship has ingrained their beliefs into our entire team.

A Conscientious and Dedicated Team of Associates Advisors and Administrative Assistants
Our Advisors are strengthened by:

• Our Associate Investment Advisors Sue Cubberley, Alex Ruel, Terresa Audet, Michelle Eldred, Cathrine Eang, Charlene Lam, Stephen Dickinson and Dagney Evanoff​
   
• Our Administrative Assistants Lynne Torres, Sarah Luddington and Lisa Lee Poon
   
• From transacting very large block trades, managing all client documentation, responding to client requests, ensuring compliance with industry standards, and numerous other roles, our staff provide invaluable support and knowledge. Every individual in The Glen Group is committed to providing the best possible client service.

Clients and their families can depend on us for the long term

Within our industry, most advisors work as sole practitioners who service their clients directly, with the assistance or one or two support staff.

We strongly believe that clients are better served by a team that has both the wisdom and experience of older advisors, as well as the energy and longevity of a next-generation of Advisors.

This team structure gives our clients peace of mind, knowing that their portfolios will be managed for many years to come, without disruption.