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B.A Econ, MBA
Senior Investment Advisor, Portfolio Manager
Mark is passionate about enriching clients’ lives by striving to improve their financial situations. He believes that growing and protecting wealth can lead to positive outcomes for current clients and future generations. Fulfilling this goal requires a combination of experience, judgement, and professionalism which he has acquired through more than 25 years of wealth management experience. Mark has achieved his MBA designation which contributes to the fundamental role in the strategy for financial success.
His passion for investment management is second only to his family. Mark has been together with his wife since university. They have a son, Charlie, completing his undergraduate studies at Queen’s University and a son, Sam, enrolled at UVIC in Commerce. When not in the office Mark enjoys mountain biking in Cumberland, fishing the rivers and lakes of Vancouver Island and skiing on Mt Washington.
CIM, CFP
Portfolio Manager
With over 25 years of experience in private wealth management, Dave is a respected advisor to numerous families, businesses, institutions, and charities.
He is surrounded by an excellent team that works with clients on an individual basis to create truly personalized wealth strategies that run from basic needs to complex goals, with a focus on sincere service and unquestionable integrity. When enjoying his free time, you can find Dave playing golf in the summer and squash in the winter.
CFP®, B. Comm.
Senior Wealth Advisor
Based in the Comox Valley, Ivan advises high-net-worth individuals, business owners, retirees, and families. Ivan has over 20 years of wealth management experience and as a Senior Wealth Advisor, his mandate is to help you preserve and grow your wealth through tailored investment solutions. Dedication to exceptional client experiences and innovative financial strategies are the foundations of his business. You can get comprehensive wealth planning with a thorough and careful analysis of your needs and goals. With your retirement plans and present needs in mind, Ivan’s team will build a strategy to help you get the right growth and flexibility.
Ivan is proud to be rooted in the Comox Valley, with strong community and family ties. He and his wife have lived in the region since 2004, raising three children. They are active in local sport, social, and environmental causes. Ivan’s home life, leisure time, and career are embedded here with a deep commitment to clients and their families, and the community at large. He is excited to see that the Comox Valley is a growing community and that many see it as a great place to retire.
CIM, PFP, CFP®
Wealth Advisor
Having worked through the Great Recession in 2008, Grant is acutely aware of the importance of prudent investment management and consistent communication. Grant obtained the Personal Financial Planner® and the Chartered Investment Manager® designations which allow him to apply the principles of sound financial planning and prudent investment management in order to help our clients achieve their financial goals.
Grant and his wife Lydia enjoy travelling when they can and experiencing the local culture and cuisine of where they visit. Grant is also an avid backcountry camper.
Associate Wealth Advisor
Joel grew up in the Comox Valley, enjoys playing hockey, and is an avid mountain biker. He and his partner, Virginia, have a fondness for animals and have three dogs of their own, and often a couple of foster dogs as well. Joel is a volunteer member of the Comox Valley Rotary Club and volunteers in other activities around the Valley.
Joel’s financial career started in 2003 and includes time as a Financial Advisor with one of Canada’s largest insurance providers and one of the nation’s largest chartered banks. Joel had a promising career as a manager with a large auto group as well. His career has given him lots of opportunities to travel to other parts of the world including destinations such as Japan, Taiwan, China, Singapore, Korea, and the United States.
Joel has worked with Ivan’s team since 2018 after ten years of volunteering and playing hockey with him. Joel is responsible for keeping the team connected to the community through responsive client support, digital marketing, day-to-day account management, and assisting clients.
Associate
Chrissy has been in the investment industry for over 30 years. Her personality strengths balanced with her professional experience is truly invaluable. She has proven herself to be dependable, personable, and passionate about her career.
When Chrissy is not at the office, she enjoys spending time outdoors. Fitness is a big part of her life. Chrissy enjoys long walks and spending time on our beautiful West Coast ocean, she also loves to paddle board whenever she gets the chance.
Associate
Karen has over 30 years of experience in the financial industry, primarily in personal lending. Most recently, she spent 9 years in Courtenay, BC as a personal banker assisting clients with mortgages, loans, investments, and estates.
Away from the office Karen enjoys gardening, camping, beachcombing, and she is an enthusiastic Saskatchewan Roughriders fan.
Associate
Deanna is new to the investment world, having previously spent 15 years in the hospitality industry. She brings with her a passion for her work and dedication to exceptional client experience. When not in the office, she enjoys spending family time with her husband, two young daughters, and Chocolate Lab, Cooper.
