Luke Belrose has over sixteen years of investment industry experience. His mission is to help clients achieve their wealth goals through personalized, independent advice, and prudent portfolio management. Using a bespoke wealth plan as a compass, the core of Luke's investment philosophy is to strive for a balance between safeguarding wealth and achieving growth.

Luke has completed the Chartered Financial Analyst (CFA), Certified Financial Planner (CFP) and Chartered Investment Manager (CIM) designations.

Outside of the office Luke can be found in North Vancouver, biking or running the extensive trail network. He also enjoys regular soccer matches.

Will graduated with a Bachelor of Commerce degree from the University of Victoria in 2020.

Since moving back to Vancouver, his hometown, Will has enjoyed building and maintaining lasting relationships with clients while providing a high-level of service at CIBC Wood Gundy.

In his spare time, he enjoys travelling and playing hockey and golf.