Our Team

Rob Evans

Rob Evans

President

Don Barber

Don Barber

Vice President & Portfolio Manager

Adam Beach

Adam Beach

Vice President & Chief Compliance Officer

Nico Cape

Nico Cape

Vice President & Portfolio Manager

Wilton Chan

Wilton Chan

Wealth Counsellor & Client Relationship Manager

Miriam De Angelis

Miriam De Angelis

Sr. Client Services Associate

Lori Ferris

Lori Ferris

Client Services Associate

Daniel Glazerman

Daniel Glazerman

Vice President

Moren Hinds

Moren Hinds

Client Services Associate

Michelle Mark

Michelle Mark

Head Trader

Jo Perez

Jo Perez

Trader

Parker Thomlinson

Parker Thomlinson

Investment Analyst

Patrycja Trotter

Patrycja Trotter

Client Services Associate

Michael Wood

Michael Wood

Portfolio Manager

In the world of business, the people who are most successful are those who are doing what they love.

– Warren Buffett