Randy has provided wealth management advice to clients since 1991. As a Portfolio Manager and holder of the Chartered Investment Manager (CIM®) designation, he provides the expertise related to structuring the investment strategies managed by R&R Investment Partners and loves working directly with a small group of established families providing complete wealth management advice. Randy has been married for 30+ years to his high school sweetheart, has four grown children, and is Chairman of the Board of the non-profit, Corpath.

In his spare time Randy can be found fixing fences, operating his chainsaw, swimming in cold rivers or dirt-biking south of Calgary.

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 playing golf, skiing, playing hockey or surfing.

Focus: Client Advisory, Financial Service and Portfolio Oversight/Trading

Specific Duties:

• Investment advice and financial service
• Oversight and direction of R&R Investment Partners' strategies
• Trading
• Corporate actions

Harrison has been in the investment industry since 2013 and is a Registered Representative (RR) and works directly in an advisory capacity with many of our clients. He also works closely with the team’s portfolio managers in the oversight and direction of R&R Investment Partners’ discretionary investment strategies. He is also responsible for portfolio oversight as it relates to items ranging from corporate reorganizations to class actions.

During his spare time Harry likes to ride his dirt bike, play squash and video games, and spending time with his girlfriend, Channing. 

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 she and her husband, Maris, are avid travelers. When not travelling abroad they can be found in Kananaskis or Banff in their spare time.

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: Administration

Specific Duties:

• Issuing cheques, wire transfer and bank electronic transfers
• Address changes
• Account documentation updates
• Trading

Melanie has worked in the investment industry since 2000, all of which have been spent at CIBC Wood Gundy. She provides the team with expert administrative support. Melanie’s responsibilities include everything from account openings and issuing cheques, to ad hoc withdrawals. As an Investment Representative (IR) she is authorized to take trade instructions.

When not working she enjoys playing piano, sport climbing, and spending time with her teenage girls. You might also find her in coveralls picking up hardware and supplies at a home improvement store for a DIY project.

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 traveling, hiking, baking and spending time with her fiancé Mark and their little puppy.