Meet Our Team

Murphy Chan

Investment Advisor, Portfolio Manager

Murphy is a Discretionary portfolio manager and Certified Financial Planner. Since 1995 he has focused on helping his clients set, plan for, and reach their goals. He believes the key to success is putting your clients first and the value of personal relationships.

He grew up on a vegetable farm where the values of dedication, persistence, consistency, honesty, and patience were instilled into him. He carries these values in this investment philosophy and instills them throughout his team. 

He is an avid supporter of the Meraloma Rugby Club and is seen most weekends on the sideline managing the team. He resides in Dunbar with his wife Susan and daughter Megan

Winnie Koch, BA

Senior Sales Assistant

Winnie is responsible for managing our administrative functions and client communication. She is the front line in handling all of your administrative requests. She has been with the team since 1999. Her conscientiousness and courteousness are invaluable.

Winnie and her husband Greg live in Vancouver. They are actively involved in the Vancouver College rowing program where her two sons Raphael and Gabe compete. 

Mathew Chan

Associate Investment Advisor

Mathew is a Chartered Professional Accountant who leverages his background in financial reporting and tax planning as well as his breadth of career experiences to connect with his clients, articulate financial concepts in plain language, and advise them according to fundamental financial and investing principles. 

He opened his first savings account with his dad at the Dunbar BMO branch when he was 5 years old and has been learning about saving and investing ever since. He is proud of the family values integrated into the team and looks to carry on the family business. 

Matt also lives in Dunbar and is a passionate cook, reader, and avid rugby player. He plays rugby for the UBCOB Ravens. Before joining the team he had worked as a fry cook, synthetic lawn installer, landscaper, accountant, door-to-door salesman, art stand opererator, bartender, and home painter. He has visited 17 countries and counting.