Ian has provided wealth management advice to clients since 2007. As a Portfolio Manager and holder of the Chartered Investment Manager (CIM®) designation, he works with a select group of families to help provide financial empowerment and remove the complexities of investing and financial management. Ian believes that all client relationships are predicated on trust. Developing trust with clients can only be achieved through a disciplined, consistent approach to wealth management based upon transparency, financial planning and establishing measurable goals and objectives.

Ian is married to Lindsay and has two children, Jackson & Mila. In his free time you can find him spending time with his family, playing golf, skiing, playing hockey or surfing.

Harrison has been in the investment industry since 2013 and is an Associate Wealth Advisor. He works with his clients to help them achieve their financial aspirations by providing in-depth wealth management that includes everything from investment management and financial planning to coordinating with legal and tax partners. He also works closely with the team’s portfolio managers in the oversight and direction of R&R Investment Partners’ discretionary investment strategies.

When he's not working, Harry likes to spend time with his wife, Channing, walking his dog, riding his dirt bike, playing squash or video games.

Focus: Portfolio Oversight/Administration and Financial Client Service

Specific Duties:

• Portfolio analysis and structuring
• Portfolio tracking and review
• Trading
• Working in conjunction with the team's investment advisors to help clients meet their financial goals 

Tanya has been in the investment industry since 2015 and a CFA charterholder since 2019. Tanya has experience in portfolio administration, management, client allocations, and leads the trading and rebalancing involved in the management of our portfolios.

Tanya is originally from Thailand and spends most of her spare time with her husband Maris and son Jace, otherwise she's cycling, snowboarding, hiking, or reading a book.

Focus: Client Communication

Specific Duties:

• Tax reporting
• Communications: R&R Investment Partners' publications, research, webinars, presentations
• Registered to provide investment advice
• Trading

Pedro has been in the investment industry since 1997 and assists R&R Investment Partners with portfolio monitoring and implementation, trading, and all client communication that includes tax reporting.

In his spare time Pedro loves spending time with his wife Amanda and their daughter Sienna, otherwise you will find him tinkering with or riding his bicycle, watching videos or movies, reading, or building a Lego model. 

Focus: Operations/ Data Management

Specific Duties:

• Business analytics
• Data management and analysis for our portfolio management
• CRM data management
• Trading

Colton has been in the investment industry since 2020 and is an undergraduate of Mount Royal University with a specialization in financial services. His main area of focus with R&R Investment Partners is operations which includes data management and analysis for our practice and our portfolio management. He is also authorized to take trade instructions.

Outside of the office, Colton enjoys working out, watching hockey, and spending time with his wife, Madi.

Focus: Administration/ Communication

Specific Duties:

• Client scheduling
• Monthly reports
• Account administration & maintenance
• Client progress review meeting preparation
• Trading

Vanessa has been in the investment industry since 2013 and provides R&R Investment Partners with administrative and communications support. She is responsible for account administration and maintenance along with specialized client service like scheduling, monthly reporting, and preparation of client meeting packages. As an Investment Representative (IR) she is authorized to take trade instructions.

In her spare time Vanessa enjoys just spending time, or traveling and hiking, with her husband Mark and their daughter Olivia; otherwise you will find her doing some baking.

Focus: Administration/ Communication

Specific Duties:

• Client scheduling
• Monthly reports
• Account administration & maintenance

Eliora has been in the investment industry since 2022 and provides R&R Investment Partners with administrative and communications support. She is responsible for account administration and maintenance along with specialized client service like scheduling, monthly and quarterly reporting, and preparation of client meeting packages. Eliora is currently working toward completing her Canadian Securities Course.

In her spare time Eliora enjoys working out, playing basketball with friends and family, and mentoring youth.

Focus: Administration/ Communication

Specific Duties:

• Client scheduling
• Client progress review meeting preparation
• Monthly reports
• Account administration & maintenance
• Tax reporting
• Portfolio administration related to our investment strategies

Kate has been in the investment industry since 2025 and provides R&R Investment Partners with administrative and communications support. She is responsible for account administration and maintenance along with specialized client service like scheduling, monthly reporting, and preparation of client meeting packages. She also handles portfolio administration related to our investment strategies. Kate is currently working towards completing her Canadian Securities Course to become an Investment Representative (IR).

In her spare time, Kate enjoys running along the river, skiing, and travelling. Otherwise, she is spending time with friends and family.