I am a Portfolio Manager and Investment Advisor and have dedicated my career of over 25 years to helping clients plan for the future, enjoy financial comfort and create a legacy. My designations include the Fellow of the Canadian Securities Institute (FCSI), the Financial Management Advisor (FMA), Chartered Investment Manager (CIM®) and Chartered Professional Strategic Wealth (CSWP).

I live in the White Rock area with my wife and family. Outside of work and family time, you'll often find me running, cycling, skiing, or playing tennis.

With over 35 years of investment industry experience, Charlene’s focus is on client service and account administration. Charlene will manage any inquiries or requests you have regarding administrative concerns or transactions in your account.

She lives in South Langley with her husband and son. Outside of work Charlene loves gardening, traveling, walking in Campbell Valley Park & spending time with family & friends.

You may recognize Gina from her previous role at the front desk as our Branch Assistant.  Her favorite part of the job was meeting and chatting with clients, which she has carried over into her current position as an Administrative Assistant.  Gina arranges meetings, helps organize events, lends support for administrative tasks, and loves to celebrate the special moments in people’s lives.

She is a country girl at heart and is married with two adult daughters and one giant dog.  Gina played soccer for 25 years, but now likes to keep active with equestrian vaulting, golf, and working out.  She loves spending time with her family and friends, is a photography nut, and loves all things Disney and Marvel.

Gina’s favorite quote: Life is what you make it.  Always has been, always will be.

Jacob holds a Bachelor of Business Administration (BBA) degree, specializing in Finance from Trinity Western University. While attending the university, he worked as a manager in the Student Managed Investment Fund. This hands-on experience laid the foundation for his career in finance.

Jacob joined us for a 4-month summer internship. This went so well that we took the opportunity to add him to our team as an administrative assistant. Since then, he has moved into a Client Associate role, demonstrating his commitment to professional growth and excellence in the financial industry.

Jacob enjoys volunteering with TransLink and HUB Cycling, channeling his passion for urban planning, public transportation, and accessible communities into meaningful action. When he’s not working or volunteering, you'll find him climbing mountains or camping in the backcountry with his partner, Kataya.