Team Directory

Get in touch with us! We look forward in connecting with you.

Vancouver branch:

  • Seth Allen, Senior Portfolio Manager: 236-521-7792
  • Tanya Wilson, Portfolio Manager & Certified Financial Planner: 236-521-7795
  • Brendan Willis, Branch Manager & Financial Advisor: 236-521-7787
  • Ryan Cha, Associate Financial Advisor: 236-521-7796
  • Mallory Pearson, Associate Financial Planner: 236-521-7793
  • Herman Wong, Senior Portfolio Manager Assistant: 236-521-7794
  • Stacey Jones, Client Service Specialist: 236-521-8209
  • Jason Mai, Trading Specialist: 236-521-7789
  • Laura Furtado, Head of Business Development: 236-521-7791

 

Okanagan branch:

 

Toronto branch: