David Aime, CFA
Equity Analyst
Zach Alderdice, CFA
Equity Analyst
Tracy Baker, RRC, CFP
Certified Financial Planner
Madison Barrow
Client Services Manager
Rachelle Bone
Client Service Manager, Business Development
Joel Bray, CIM®, CFP®, CLU
Investment Counsellor
Emily Burt, MBA, CFA
Executive Vice-President
Timothy E. Burt, CFA
Founder
Gerald Butler, CLU, CH.F.C., CPCA
Client Relationship Representative
Annalyn Camia
Senior Accountant
Nonny Cancade, CFDS
Client Relationship Representative
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Zeyuan (Zeph) Cao, B. Comm, PCP
Corporate Accountant
Trevor Chapman, CIM®, CFP®
Investment Counsellor
Dave Christie
Director
Leah Cochrane
Client Service Manager
Austin Coughlin, CIM®
Associate, Business Development
Brian Coughlin, CFP®, CIM®
Vice President, Investment Counsellor and Head of Cardinal Sport
Jake Cullen, CIM®, QAFP
Associate Investment Counsellor
Chris Daniels, CIM®
Wealth Advisor, Client Relationship Manager
Michel (Mitch) de Rocquigny, B.COMM. (HONS.), CIM®, RHU
Investment Counsellor
Craig Engel
Director
Dona Eull-Schultz
Vice President, Investment Counsellor and Region Head, Ontario
Danny Fraser, CPA, CA
Vice-President, Finance and CFO
Eric Johanson
Client Service Manager
Kris Keach
Associate Investment Counselor
Douglas Kee, CFA
Portfolio Manager
Geoff Kirbyson, MBA
Director of Marketing
Grant Kopytko
Senior Equity Trader
Robert Lam, CPA, CA, CFA
Senior Equity Analyst
Brandy Lavich
Client Service Manager
Ron Malech, CFP®, FMA, CIM®
Senior Investment Counsellor
Patrick J. Manahan, B.Comm, CPA, CA.
Senior Investment Counsellor
Evan J. Mancer, CFA
President and Chief Investment Officer
Jodee McIntosh
Manager, Administration
Scott McKee, CFP®, CIM®
Investment Counsellor
Will Mitchell, MBA, CFA, CFP
Senior Investment Counsellor
DeWayne Osborn, CPA, CGA, CFP®
Vice-President, Chief Compliance Officer and Head of Philanthropic Services
Taryn Page, CFA
Investment Counsellor
Greg Phillips, CFP®, CIM®
Investment Counsellor
Corren Piercey
Vice-President, Operations
Brett Purdy, CFA
Portfolio Manager, Director Fixed Income
Jeff Rance, CFA
Senior Equity Analyst
Clinton Rebec, FCSI, CIM®, MBA
Vice President, Investment Counsellor and Region Head, Alberta
Sandeep Rehill, CPA, B. Comm. (Hons.)
Assistant Controller
Rob Robinson, BGS, CFP, CFDS, RRC
Vice President, Certified Financial Planner and Region Head, Brandon
Jeffrey Ryall, B.COMM. (HONS.), CFA, CFP®
Investment Counsellor
Preeya Sharma
Client Services Administrator
Kristyn Siemens
Client Services Assistant
Christina Sullivan
Manager, Investments
Leanne Thiessen, B.COMM. (HONS.), CIM®
Investment Counsellor
Shelly Thomson
Client Services Assistant
Petra Vincent
Client Services Manager
Hannah Watts
Business Development Assistant
Sheila Wilson-Kowal, CFA
Portfolio Manager, Director Equity Research
Terry Wong, CPA, CMA, CFA
Vice President, Investments and Portfolio Manager
Ian Wood, CFP®, CIM®, MFA-P
Investment Counsellor
Taylor Zimmerman, CFP®
Certified Financial Planner
