Paul Tyers
FCPA, FCA, CFP, CIM

Managing Director

Sid Ralhan
CPA, MBA

Vice President, Finance

Peggy Tyers
BBA, CEA

Director, Business Development

Bob Simpson

Vice President, Portfolio Strategy

Nicholas Meyer
TEP, CEA

Vice President, Wealth & Estate Adviser

Haley Thomas
CFP®, CIM®

Vice President, Wealth Adviser

Hamed Murad
BA, CIM

Wealth Adviser

Gerald Zengeya
B.Com

Business Optimization Strategist

James Bentley
CFA

Associate Portfolio Manager

Robert Miller

Assoc. Financial Planner

Keith Jeremiah
BA

Business Operations Specialist

Shelby Cockhill

Marketing & Media Manager

Dayton Saunders
BBA

Wealth Consultant

Vern Vipul
LL.B, M.Tax

In-House Counsel

Craig F. Scott
BA, CIM®

Executive Associate

Strategic Advisory Board

Peggy Tyers
BBA, CEA

Director, Business Development

Bruno Amadi
BBA, FCPA, FCA

Rick Claydon

Strategic Advisor