Meet The Team Guest User 2023-08-26 Guest User 2023-08-26 Melinda Sellwood, BA Manager, Advisor Experience Read More Guest User 2023-08-26 Guest User 2023-08-26 Udhav Sehgal Finance & Administrative Associate Read More Guest User 2023-08-26 Guest User 2023-08-26 Mimi Sharma, CIM Head of Trading & Associate Portfolio Manager Read More Guest User 2023-08-26 Guest User 2023-08-26 Tanya Sharma Client Service Associate Read More Guest User 2023-08-24 Guest User 2023-08-24 Krysta Silveira Team Lead, Transactions & Reconciliation Read More Guest User 2023-08-23 Guest User 2023-08-23 Cindy Smith Senior Client Service Associate Read More Guest User 2023-08-21 Guest User 2023-08-21 Michelle Smith, CFA, CFP Portfolio Manager Read More Guest User 2023-08-20 Guest User 2023-08-20 Riley Sousa Manager, Administration Read More Guest User 2023-08-14 Guest User 2023-08-14 Tasha Treichel Director, Client Service and Administration Read More Guest User 2023-08-14 Guest User 2023-08-14 Brendan Veert Fund Administrator Read More Guest User 2023-08-14 Guest User 2023-08-14 Sarah Tone Lead – People, Culture and Communications Read More Guest User 2023-08-13 Guest User 2023-08-13 Joshua Villanueva, CFA Associate Portfolio Manager Read More Guest User 2023-08-12 Guest User 2023-08-12 Susan Vukovic Office Manager Read More Guest User 2023-08-11 Guest User 2023-08-11 Tyler Wagner, CFA Portfolio Manager Read More Guest User 2023-08-11 Guest User 2023-08-11 Kimberly Wallace, CPHR Director - People & Culture Read More Guest User 2023-08-11 Guest User 2023-08-11 Caleb Williams Investment Support & Securities Trader Read More Guest User 2023-08-11 Guest User 2023-08-11 Marina Worn Client Service Associate Read More Guest User 2023-08-09 Guest User 2023-08-09 Nikola Zorcic Trader Read More Newer Posts
Guest User 2023-08-26 Guest User 2023-08-26 Melinda Sellwood, BA Manager, Advisor Experience Read More
Guest User 2023-08-26 Guest User 2023-08-26 Udhav Sehgal Finance & Administrative Associate Read More
Guest User 2023-08-26 Guest User 2023-08-26 Mimi Sharma, CIM Head of Trading & Associate Portfolio Manager Read More
Guest User 2023-08-24 Guest User 2023-08-24 Krysta Silveira Team Lead, Transactions & Reconciliation Read More
Guest User 2023-08-14 Guest User 2023-08-14 Tasha Treichel Director, Client Service and Administration Read More
Guest User 2023-08-14 Guest User 2023-08-14 Sarah Tone Lead – People, Culture and Communications Read More
Guest User 2023-08-13 Guest User 2023-08-13 Joshua Villanueva, CFA Associate Portfolio Manager Read More
Guest User 2023-08-11 Guest User 2023-08-11 Kimberly Wallace, CPHR Director - People & Culture Read More
Guest User 2023-08-11 Guest User 2023-08-11 Caleb Williams Investment Support & Securities Trader Read More