About Us

Our Team

Portfolio Management & Research

Rob Evans BA, MBA, CFA

President

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Don Barber BComm, MBA, CFA

Vice President & Portfolio Manager

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Michael Wood BBA, CFA

Portfolio Manager

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Nico Cape BA, MBA

Vice President and Portfolio Manager

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Parker Thomlinson HBA

Associate Portfolio Manager

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Client Services

Daniel Glazerman CFP®, CIM®

Vice President

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Wilton Chan BComm, CFP®, CIM®

Wealth Counsellor and Client Relationship Manager

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Miriam De Angelis

Senior Client Services Associate

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Patrycja Trotter

Client Services Associate

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Moren Hinds

Client Services Associate

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Jancis Sullivan

EA & Client Services Associate

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Trading

Michelle Mark BComm

Head Trader

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Jo Perez BA

Trader

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Operations & Compliance

Adam Beach BComm, CFA

Vice President & Chief Compliance Officer

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Chloe Franklin

Office Coordinator

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