Meet The Team Guest User 2023-09-01 Guest User 2023-09-01 Crystal O'Neill, CPA, CGA Director of Finance Read More Guest User 2023-09-01 Guest User 2023-09-01 Promise Okene, CIM Associate Portfolio Manager Read More Guest User 2023-08-30 Guest User 2023-08-30 Joan Presto, CPA, CGA Controller Read More Guest User 2023-08-29 Guest User 2023-08-29 Tania Reed Client Service Associate Read More Guest User 2023-08-27 Guest User 2023-08-27 Chris Richard, CFA Head of Fixed Income Investing & Portfolio Manager Read More Guest User 2023-08-26 Guest User 2023-08-26 Martin Rose, CFA Portfolio Manager Read More Guest User 2023-08-26 Guest User 2023-08-26 Nicole Ross, CFP Certified Financial Planner Read More Guest User 2023-08-26 Guest User 2023-08-26 Andrea Savage Client Service Associate Read More Guest User 2023-08-26 Guest User 2023-08-26 Kristen Sawchuk Accounting Assistant Read More 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 2023-08-26 Guest User 2023-08-26 Seth Sherwood, CFA Read More Guest User 2023-08-25 Guest User 2023-08-25 Sharad Shukla Technical Systems Analyst 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 Sarah Tone Lead – People, Culture and Communications Read More Newer Posts Older Posts
Guest User 2023-08-27 Guest User 2023-08-27 Chris Richard, CFA Head of Fixed Income Investing & Portfolio Manager Read More
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 Sarah Tone Lead – People, Culture and Communications Read More