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Workings in a board room.

Our Team

Workings in a board room.

Our Team

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Leadership

Douglas C. Brown

Douglas C. Brown

Co-Founder, President & CEO

Mark A. Kinney

Mark A. Kinney, MBA, CFA^®

Co-Founder & Chief Investment Officer

David T. Lloyd

David T. Lloyd, CPA, CA

Co-Founder & Chief Wealth Management Officer

Amer Javed

Amer Javed, CPA, CA, FRM

Chief Financial & Operating Officer

Pam Brenman

Chief Compliance Officer

Elizabeth Pizzinato

Elizabeth Pizzinato

Chief Marketing Officer

J. David Cole

J. David Cole, CFA^®

Managing Director & Portfolio Manager

Stephen R. Hafner

Stephen R. Hafner, CFA^®

Managing Director & Portfolio Manager

Matt Reynolds

Matt Reynolds, CFA^®, MFA-P^™

Managing Director, Western Canada & Referral Network

Kevin A. Dean

Kevin A. Dean, CFA^®, CIWM

Managing Director & Portfolio Manager

Jordan Schwann

Jordan Schwann, CFA^®

Managing Director & Portfolio Manager

Aubrey W. Baillie

Aubrey W. Baillie

Chairman Emeritus

The Team

Aidan Peacock

Aidan Peacock, CFA^®

Portfolio Manager

Alan Pilkey

Alan Pilkey, CPA, CA, CFA^®, CFP^®

Portfolio Manager

Alex Meffe

Associate, Wealth Planning Group

Amélie Beauregard

Amélie Beauregard, MBA, CIM^®

Portfolio Manager

Andrew G. Thomson

Andrew G. Thomson, MBA, CFA^®

Managing Director & Portfolio Manager

Caitlin A. Chapman

Caitlin A. Chapman, CFA^®

Portfolio Manager

Curtis Perks

Curtis Perks, CIM^®

Portfolio Manager

Daniel Girard

Daniel Girard, CFP^®, CIMA^®, CIM^®

Managing Director & Portfolio Manager

Darren DeRosa

Darren DeRosa, CFA^®, CFP^®

Portfolio Manager

Derek Whiston

Derek Whiston, CFA^®

Portfolio Manager

Donald L. Lenz

Senior Consultant

Drew A. Oliver

Drew A. Oliver, CFA^®

Portfolio Manager

Erika Friesen

Erika Friesen, MBA, CFP^®, CIM^®

Portfolio Manager

Evgeniya Pollock

Evgeniya Pollock, CPA, CFP^®, CIM^®, MA

Vice President, Wealth Planning Group

Ian Maclean

Ian Maclean, CFA^®

Portfolio Manager

Jamie Lloyd

Jamie Lloyd, CIM^®, MFA-P™

Portfolio Manager

Jamie MacNicol

Jamie MacNicol, CIM^®

Associate Portfolio Manager

Jansen Shrubb

Jansen Shrubb, MBA, CIM^®

Portfolio Manager

Jonathan McMurrich

Jonathan McMurrich, CPA, CA, CFP^®, TEP

Senior Wealth Planner

Jordan Youl

Jordan Youl, CIM^®, CMT^®, FCSI^®

Portfolio Manager

Justin Ecclestone

Justin Ecclestone, CFP^®, TEP

Associate, Wealth Planning Group

Katia Ivanova

Katia Ivanova, CFA^®

Portfolio Manager

Kyle A. Smith

Kyle A. Smith, MBA, CFA^®

Managing Director & Portfolio Manager

Mark Aloysius

Mark Aloysius, CFA^®, CFP^®

Portfolio Manager

Michael Southern

Michael Southern, CFA^®

Portfolio Manager

Michael Vanderburgh

Michael Vanderburgh, MBA, CFA^®, CFP^®

Managing Director & Portfolio Manager

Owen Clarke

Owen Clarke, BMOS

Manager, Business and Client Development

Richard Colton

Richard Colton, CFA^®, CIM^®

Portfolio Manager

Robert W. Clark

Robert W. Clark, CFP^®, CLU, FEA

President, Newport Insurance

Russ Hafer

Russ Hafer, CFP^®, CIM^®, FCSI^®

Client Relationship Manager

Scott Campbell

Scott Campbell, CFA^®

Portfolio Manager

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