Jamie McLeod, MBA, CFA
Portfolio Manager
Senior Wealth Advisor
Jamie is responsible for investment strategy, and overseeing client relations. He is a CFA Charterholder, and holds an MBA from the Haskayne School of Business at the University of Calgary and a Bachelor of Commerce degree from the University of Victoria. He’s a better all-around go-to guy in the office than on the basketball court, despite what he may think.
Richard Mah
Investment Advisor
Richard is responsible for investment strategy and execution. As consistent as a good book on a rainy afternoon, Richard delivers keen insight and actionable investment advice to his valued relationships.
Michael McLeod, CIM®
Associate Wealth Advisor
Michael is responsible for client advice, trading, tax support, estate transition advice and unique administrative advice. He brings a diverse skill set of project management experience to our service, and a keen attention to detail. If you want something over-analyzed - or if you need a quick lesson on pretty much any instrument - Mike is your guy.
Branden Stewart, CIM®
Associate Portfolio Manager
Branden is responsible for client advice, trading, account administration advice and financial planning advice. You would be hard-pressed to find something in the financial or tech related Branden doesn’t know a thing or two about. A coach at heart, Branden genuinely enjoys sharing his expertise. Just watch out, or he might make you drop and give him 20.
Amanda Lombardo
Client Associate
Amanda is responsible for administrative advice, and account management and execution. Don’t let her sunny disposition fool you, Amanda fiercely captains the ship in the office, taking care the lion’s share of the day-to-day functions needed to keep things running smoothly.
Colt Hoey, CIM®
Client Associate
Colt is responsible for customized administrative advice, due diligence, trading and supporting account management and execution. Wise beyond his years, Colt brings energy and expertise to every task, whether in the office, studio or garage.
Megan Pearce
Administrative Assistant
Megan is responsible for client service, administrative support, and investment analysis support. A self-proclaimed to-do list enthusiast, Megan keeps all clients and team members on schedule. She is a giving soul, whether it be recommendations on great mountain spots or a laugh at some of the less-great office jokes.
Jamie McLeod, MBA, CFA
Jamie is responsible for investment strategy, and overseeing client relations. He is a CFA Charterholder, and holds an MBA from the Haskayne School of Business at the University of Calgary and a Bachelor of Commerce degree from the University of Victoria. He’s a better all-around go-to guy in the office than on the basketball court, despite what he may think.
Richard Mah
Richard is responsible for investment strategy and execution. As consistent as a good book on a rainy afternoon, Richard delivers keen insight and actionable investment advice to his valued relationships.
Michael McLeod, CIM®
Michael is responsible for client advice, trading, tax support, estate transition advice and unique administrative advice. He brings a diverse skill set of project management experience to our service, and a keen attention to detail. If you want something over-analyzed - or if you need a quick lesson on pretty much any instrument - Mike is your guy.