
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
.jpeg)
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