Jim Steel, CFA, CFP

President and Portfolio Manager

Deanna Nicholls, BCom (Honours), MSS, CIM

Associate Portfolio Manager, Head of Operations

Kent Manderville, CFA, CFP

Associate Portfolio Manager

Chris Turnbull, BA (ECONOMICS), CFA, CFP

Portfolio Manager

Full Service Wealth Management

Schedule a meeting and begin your full service on-boarding with a portfolio manager. Minimum asset levels apply.

Contact Us

Questions? Contact us via email, telephone or schedule a meeting.