
Our Team

Rob Evans
President

Don Barber
Vice President & Portfolio Manager

Adam Beach
Vice President & Chief Compliance Officer

Nico Cape
Vice President & Portfolio Manager

Wilton Chan
Wealth Counsellor & Client Relationship Manager

Miriam De Angelis
Sr. Client Services Associate

Lori Ferris
Client Services Associate

Daniel Glazerman
Vice President

Moren Hinds
Client Services Associate

Michelle Mark
Head Trader

Jo Perez
Trader

Parker Thomlinson
Investment Analyst

Patrycja Trotter
Client Services Associate

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