Team Directory
Get in touch with us! We look forward in connecting with you.
Vancouver branch:
- Seth Allen, Senior Vice President & Senior Portfolio Manager: 226-521-7792
- 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
- Marko Ferenc, Associate Portfolio Manager: 236-521-7797
- Herman Wong, Senior Portfolio Manager Assistant: 236-521-7794
- Jason Mai, Trading Specialist: 236-521-7789
- Laura Furtado, Head of Business Development: 236-521-7791
Okanagan branch:
- Brendan Willis, Branch Manager & Financial Advisor: 250-878-1484
- Gerald Austgarden, Associate Financial Advisor: 250-979-2735
- Trish Matheson, Associate: 250-979-2733
- Madison Chlum, Client Service Specialist: 250-864-6481