Mike Seed, CIM
Senior Portfolio Manager, Wealth Advisor
With over 20 years of experience in the investment and wealth management industry, Mike acts as Seed Financial Group's lead portfolio manager. Mike specializes in offering comprehensive wealth management solutions to affluent individuals and business owners. He works with clients to develop customized portfolio solutions to meet specific investment requirements. Mike's quantitative research and proprietary portfolio management approach form the foundation of Seed Financial Group's admired investment management approach. Mike is a registered Portfolio Manager and holds the Canadian Investment Manager (CIM) designation.
Jack Seed, FCSI
Senior Investment Advisor
As an Investment Advisor with over 50 years of experience in the Canadian investment industry, Jack was a Managing Director with another bank-owned firm for over 20 years, and is a senior member of Seed Financial Group since its creation in 1995. Jack holds the Fellowship of the Canadian Securities Institute (FCSI) designation, the highest honor awarded to professionals in the investment industry. The FCSI designation is exclusively limited to those who have demonstrated superior knowledge, education, experience and the highest degree of ethical standards.
Keanan Boomer, CFA, FCSI
Associate Investment Advisor
Keanan has played an integral role in the portfolio management process since joining our group in 2014. He is a major contributor to the stock selection process, as well as being the driving force behind our trade execution. Keanan conducts a large percentage of our individual stock analysis, market updates, as well as helping to form our investment strategy. He has a wide breadth of industry knowledge, and holds a Bachelor of Science degree from the University of Alberta. Keanan has achieved the highly respected Chartered Financial Analyst® designation.
John Rovansek, B.Admin, PFP
Wealth Strategist
John works with Investment Advisors and their clients to develop sound wealth management plans. He provides support and direction about complex issues such as retirement and distribution planning, tax planning, cash management, estate and gift planning, transition planning and charitable giving. He also brings together the knowledge and experience of our in-house trust and estate professionals when required. John has been working in the Financial Services Industry since 1997. Before joining CIBC Wood Gundy, he worked for other full-service brokerage firms and also worked for a major insurance company in assisting advisors and clients with comprehensive planning and portfolio construction.
Charmaine Bossio
Client Associate
Charmaine has 8 years experience in the financial services industry, serving a large client base of over 600 households. She has more than 15 years of customer service experience. Charmaine has a Bachelor of Business Administration Degree Finance, and has completed the Canadian Securities Course. She will be playing a key role in every aspect of providing you with excellent administrative service. Away from the office, enjoys traveling and spending time with her husband and 3 kids.
Marlene Monro
Administrative Assistant
Marlene has over 6 years of experience in the financial industry and 20 years of dealing with clients in a fast-paced environment. She was with Wood Gundy working with the management team for over 4 years, handling the branch administrative tasks, prior to joining the Seed Team. Marlene is hardworking and versatile with proven organizational skills and thorough knowledge of corporate policies and procedures. In her spare time, she enjoys hiking in the mountains and spending time in her yard with her 2 dogs.