Advisors

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Agnes Douglas
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Agnes Douglas CFP^®, CIM, FCSI^®

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5332

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Anita Feng

Phone: (604) 899-8743

Email: [email protected]

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Alan Wright
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Alan Wright

Portfolio Manager

kelowna

Phone: (250) 861 8172

Toll-free: (800) 788 5677

Fax: (250) 861 7766

Email: [email protected]

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Andy Eisenbock
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Andy Eisenbock

Investment Advisor, Chair

The Eisenbock Group

vancouver

Phone: (604) 844 5379

Toll-free: (800) 663 0706

Fax: (604) 669 6392

Email: [email protected]

assistant/associate:

Alecsandra Ciobanu

Phone: (604) 844 5374

Email: [email protected]

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Andy Leitao
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Andy Leitao CIM^®

Portfolio Manager, Investment Advisor

The Eisenbock Group

vancouver

Phone: (604) 844-5382

Toll-free: (800) 663 0706

Fax: (604) 669 6393

Email: [email protected]

assistant/associate:

Alecsandra Ciobanu

Phone: (604) 844-5380

Email: [email protected]

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Anita Celio
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Anita Celio FMA, FCSI^®

Investment Advisor

The Corner Group

vancouver

Phone: (604) 844-5400

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Bill Weaver
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Bill Weaver

Director, Portfolio Manager

vancouver

Phone: (604) 844-5419

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Ashleigh Mallinson

Phone: (604) 844-5631

Email: [email protected]

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Bjorn Read-Friedmann
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Bjorn Read-Friedmann CIM

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5471

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Jasmine Pronyk

Phone: (604) 844-5348

Email: [email protected]

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Brad Dovey
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Brad Dovey CIM^®, FCSI^®

Director, Portfolio Manager

victoria

Phone: (250) 952-7773

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Megan Casey

Phone: (250) 952-7785

Email: [email protected]

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Brent Poirier
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Brent Poirier CFA

Portfolio Manager

vancouver

Phone: (604) 844-5493

Toll-free: (888) 886 3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Philippe Guzman

Phone: (604) 844-5648

Email: [email protected]

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Brian Howe
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Brian Howe CIM, FCSI^®

Investment Advisor, Portfolio Manager

victoria

Phone: (250) 952-7787

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Christoph Serrand

Phone: (250) 952-7763

Email: [email protected]

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Brian W. Webster
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Brian W. Webster CIM, FCSI^®, CPCA^®

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5311

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Wes Wan

Phone: (604) 844-5606

Email: [email protected]

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Bruce Chambers
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Bruce Chambers

Vice President, Director, Investment Advisor

kelowna

Phone: (250) 861-8183

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

assistant/associate:

Angie Rachkowski

Phone: (250) 861-8185

Email: [email protected]

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Bruce McFarlane
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Bruce McFarlane

Portfolio Manager, Investment Advisor

victoria

Phone: (250) 952 7778

Toll-free: (888) 293 0744

Fax: (250) 386 7782

Email: [email protected]

assistant/associate:

Mackenzie Dickeson

Phone: (250) 952-7771

Email: [email protected]

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Cameron McLeod
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Cameron McLeod BBA, CFA

Director, Portfolio Manager

vancouver

Phone: (604) 844-5461

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Lucas Hervato

Phone: (604) 899-8731

Email: [email protected]

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Campbell Craig
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Campbell Craig CIM

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5473

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

SoYoung Lee

Phone: (604) 844-5623

Email: [email protected]

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Carly Monahan
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Carly Monahan CIM^®

Portfolio Manager

vancouver

Phone: (604) 844-5318

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Marchello Gordillo

Phone: (604) 844-5460

Email: [email protected]

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Chad Price
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Chad Price CIM, CIWM, CMT, DMS, FCSI^®

Director, Portfolio Manager

vancouver

Phone: (604) 844-5467

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Carmen Ang

Phone: (604) 844 5470

Email: [email protected]

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Chad Tidy
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Chad Tidy CFA

Portfolio Manager, Investment Advisor

chilliwack

Phone: (604) 824-3379

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Taylor Rempel

Phone: (604) 824-3376

Email: [email protected]

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Chadwick D. Walker
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Chadwick D. Walker BSc, BEd, CIM^®, CPCA^®

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5433

Toll-free: (888) 886 3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Marchello Gordillo

Phone: (604) 844-5460

Email: [email protected]

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Charlotte Faulkner
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Charlotte Faulkner CIM, FCSI^®

Vice President, Director, Portfolio Manager

The Corner Group

vancouver

Phone: (604) 844-5323

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Christina Anthony
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Christina Anthony CFA

Vice President, Director, Portfolio Manager

vancouver

Phone: (604) 844-5347

Toll-free: (888) 886 3586

Fax: (604) 844-5432

Email: [email protected]

assistant/associate:

Ashley Todd

Phone: (604) 844-5317

Email: [email protected]

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Christopher J. Lowe
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Christopher J. Lowe BBA, CFA, CIM

Director, Portfolio Manager

Burrard Investment Management^®

vancouver

Phone: (604) 844-5459

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Jessica Lidder

Phone: (604) 899-8749

Email: [email protected]

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Chuck Droppo
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Chuck Droppo CIM

Portfolio Manager, Investment Advisor

kelowna

Phone: (250) 861-8180

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Colette Kuemper
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Colette Kuemper

Portfolio Manager, Investment Advisor

kelowna

Phone: (250) 861-8176

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

assistant/associate:

Isaiah Cato

Phone: (250) 861-8182

Email: [email protected]

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Craig Fairborn
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Craig Fairborn BA, CIM, FCSI^®

Portfolio Manager

chilliwack

Phone: (604) 824-3373

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Inder Khera

Phone: (604) 607-7509

Email: [email protected]

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Craig L. Killian
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Craig L. Killian B.A., B.Comm, CIM

Portfolio Manager

vancouver

Phone: (604) 844-5456

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Henry Lu

Phone: (604) 844 5376

Email: [email protected]

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Dan Hincks
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Dan Hincks CFA

Director, Portfolio Manager

R&S Investment Management

vancouver

Phone: (604) 844-5476

Toll-free: (888) 886-3586

Fax:

Email: [email protected]

assistant/associate:

Catherine Woods

Phone: (604) 844-5343

Email: [email protected]

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Dan Sambolec
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Dan Sambolec CIM, FCSI^®

Director, Portfolio Manager

The Corner Group

vancouver

Phone: (604) 844-5402

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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David Lanphear
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David Lanphear BA

Investment Advisor

Donaldson • Lanphear Investment Team

langley

Phone: 604-607-7550

Toll-free: 1-888-991-2142

Fax: 604-607-7501

Email: [email protected]

assistant/associate:

Deborah Edwards

Phone: 604-824-3375

Email: [email protected]

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David O'Brien
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David O'Brien FCSI®, CIM,®

Investment Advisor

vancouver

Phone: (604) 899-8742

Toll-free: (800) 663-0361

Fax: (604) 682-0598

Email: [email protected]

assistant/associate:

Vidhya Vivekananda

Phone: (604) 844-5618

Email: [email protected]

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Doug Chambers
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Doug Chambers B.A.Sc., P.Eng, MBA, CIM

Director, Branch Manager, Portfolio Manager

kelowna

Phone: (250) 861-8178

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

assistant/associate:

Kelly Davidson

Phone: (250) 861-8190

Email: [email protected]

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Drew Ferrie
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Drew Ferrie BA, CIM, FCSI^®

Director, Portfolio Manager

vancouver

Phone: (604) 844-5410

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Christine Johnsen

Phone: (604) 844-5435

Email: [email protected]

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Drew Kuhnert
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Drew Kuhnert BCom, CIM^®

Portfolio Manager

courtenay

Phone: (250) 331-6095

Toll-free: (877) 703-0637

Fax: (250) 703-0638

Email: [email protected]

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Floyd R. Hill
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Floyd R. Hill CIM

Vice President, Director, Portfolio Manager

vancouver

Phone: (604) 844-5378

Toll-free: (800) 663-0361

Fax: (604) 682-0598

Email: [email protected]

assistant/associate:

Marian Bayley

Phone: (604) 844-5401

Email: [email protected]

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Francisco Dias
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Francisco Dias CFP^®, CIM^®, CLU, RRC^®, BA. Econ

Portfolio Manager

langley

Phone: (604) 607-7533

Toll-free: (866) 326-2141

Fax: (604) 607-7501

Email: [email protected]

assistant/associate:

Morgan Campbell

Phone: (604) 607-7512

Email: [email protected]

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Gareth Dickson
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Gareth Dickson CFP^®, CFA

Investment Advisor, Portfolio Manager

victoria

Phone: (250) 952-7754

Toll-free: (888) 293-0744

Fax: (250) 386 7782

Email: [email protected]

assistant/associate:

Christoph Serrand

Phone: (250) 952-7763

Email: [email protected]

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George J. Lee
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George J. Lee

Portfolio Manager

vancouver

Phone: (604) 844-5388

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Travis King

Phone: (604) 844-5442

Email: [email protected]

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Heather Love
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Heather Love B.A. (Economics), CFA, CFP^®

Portfolio Manager, Investment Advisor

victoria

Phone: (250) 952-7766

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Mackenzie Dickeson

Phone: (250) 952-7771

Email: [email protected]

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Ian Robertson
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Ian Robertson CFA, MBA, MA

Vice President, Director, Portfolio Manager

Robertson Investment Group

vancouver

Phone: (604) 844-5424

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Sarah Mooney

Phone: (604) 844-5377

Email: [email protected]

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Jeremy Mason
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Jeremy Mason CIM^®, CFP^®, FCSI^®, CFA

Director, Portfolio Manager

kelowna

Phone: (250) 861-8174

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

assistant/associate:

Robyn Jolly

Phone: (250) 861-8191

Email: [email protected]

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Jim Harnden
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Jim Harnden

Investment Advisor

kelowna

Phone: (250) 861-8175

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Jimmy Rogers
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Jimmy Rogers JD, MBA, CIM^®

Associate Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5630

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Philippe Guzman

Phone: (604) 844-5648

Email: [email protected]

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John L. Hooper
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John L. Hooper FCSI^®, CIM

Director, Portfolio Manager

vancouver, langley

Phone: (604) 607-7513

Toll-free: (866) 326-1232

Fax: (604) 607-7501

Email: [email protected]

assistant/associate:

Carlee Moore

Phone: (604) 607-7508

Email: [email protected]

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John Mackenzie
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John Mackenzie CPA, CA, CFA

Portfolio Manager

vancouver

Phone: (604) 844-5366

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Ayda Bazzaz-Rastegar

Phone: (604) 844-5451

Email: [email protected]

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Jonathan Davidson
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Jonathan Davidson

Investment Advisor

vancouver

Phone: (604) 844-5375

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Wes Wan

Phone: (604) 844-5606

Email: [email protected]

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Karen Thompson
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Karen Thompson B.Sc., CIM, CPCA^®, FCSI^®, FEA

Director, Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5397

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Jennifer Le

Phone: (604) 844-5421

Email: [email protected]

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Karim Allibhai
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Karim Allibhai CPA, CA, CFA, MBA

Portfolio Manager

Robertson Investment Group

vancouver

Phone: (604) 844-5372

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Sarah Mooney

Phone: (604) 844-5377

Email: [email protected]

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Kevin Mah
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Kevin Mah BSc., CFA

Director, Portfolio Manager

vancouver

Phone: (604) 844-5423

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Matthew Shaw

Phone: (604) 844-5627

Email: [email protected]

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Kevin Pantuso
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Kevin Pantuso CIM^®

Portfolio Manager

courtenay

Phone: (250) 331-6091

Toll-free: (877) 703-0637

Fax: (250) 703-0638

Email: [email protected]

assistant/associate:

Terina Lefebvre

Phone: (250) 331-6094

Email: [email protected]

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Kim Anh Nguyen
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Kim Anh Nguyen BA, CIM^®, RIAC

Portfolio Manager

STM Wealth Management

vancouver

Phone: 604-844-5613

Toll-free: 1-888-886-3586

Fax: 604-844-5468

Email: [email protected]

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Kim Dewar
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Kim Dewar BBA, MBA, CFA, CFP^®, FMA, CIM, FCSI^®, CPCA^®

Director, Portfolio Manager

vancouver

Phone: (604) 844-5466

Toll-free: (800) 663-0706

Fax: (604) 669-6392

Email: [email protected]

assistant/associate:

Michelle Sullivan

Phone: (604) 844-5374

Email: [email protected]

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Kwame Boateng
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Kwame Boateng CFA

Portfolio Manager, Investment Advisor

kelowna

Phone: (250) 861 8173

Toll-free: (800) 788 5677

Fax: (250) 861 7766

Email: [email protected]

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Kyle Recsky
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Kyle Recsky BComm

Portfolio Manager

kelowna

Phone: (250) 861-8179

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Kyle Thompson
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Kyle Thompson FCSI^®, CIM^®, BA

Portfolio Manager

Corner Group

vancouver

Phone: (604) 844-5316

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Kyle Williams
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Kyle Williams BCom, PFP

Portfolio Manager

kelowna

Phone: (250) 861-8181

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Marina Newson
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Marina Newson BA, CIM, CPCA^®

Director, Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5398

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Paola Lefno

Phone: (604) 844-5330

Email: [email protected]

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Mark Comeau
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Mark Comeau RIAC, CFP^®, CFA

Portfolio Manager

vancouver

Phone: (604) 844-5309

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Philippe Guzman

Phone: (604) 844-5648

Email: [email protected]

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Mark Mawhinney
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Mark Mawhinney CPA, CMA, ICD.D, CIM^®

Portfolio Manager

victoria

Phone: (250) 952-7755

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Cyrus Lee

Phone: (250) 952-7769

Email: [email protected]

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Martin McNish
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Martin McNish CFA

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5475

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Jennifer Le

Phone: (604) 844-5421

Email: [email protected]

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Mary MacDonald
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Mary MacDonald B.Comm, CFP^®, CIM, FCSI^®, CIWM

Portfolio Manager

STM Wealth Management

vancouver

Phone: (604) 844-5420

Toll-free: (888) 886-3586

Fax: (604) 844-5468

Email: [email protected]

assistant/associate:

Kevin Fabian

Phone: (604) 844-5486

Email: [email protected]

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Mathis Baumbach
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Mathis Baumbach CIM^®

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5383

Toll-free: (800) 663-0706

Fax: (604) 681-8310

Email: [email protected]

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Matt MacGrotty
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Matt MacGrotty CFA, BBA

Portfolio Manager

Corner Group

vancouver

Phone: (604) 844-5492

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Max Hager
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Max Hager CIM

Portfolio Manager

vancouver

Phone: (604) 844-5394

Toll-free: (888) 886-3586

Fax: (604) 844-5342

Email: [email protected]

assistant/associate:

Brett Letham

Phone: (604) 844-5365

Email: [email protected]

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Michael Costley
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Michael Costley BBA, CIM^®

Associate Portfolio Manager

vancouver

Phone: (604) 844-5616

Toll-free: (800) 663-0706

Fax: (604) 669-6392

Email: [email protected]

assistant/associate:

Dylan Ross

Phone: (604) 844-5462

Email: [email protected]

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Michael Simmons
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Michael Simmons BA (Econ), CIM

Portfolio Manager, Investment Advisor

victoria

Phone: (250) 952-7770

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Megan Casey

Phone: (250) 952-7785

Email: [email protected]

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Michael Suen
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Michael Suen B.Comm, CIM, CIWM, FCSI^®

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5464

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Carmen Ang

Phone: (604) 844-5470

Email: [email protected]

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Michael Woods
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Michael Woods CFP^®, CIM

Portfolio Manager

chilliwack

Phone: (604) 824-3374

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Inder Khera

Phone: (604) 607-7509

Email: [email protected]

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Mike Henry
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Mike Henry CFA, FCSI^®, BComm

Director, Portfolio Manager

Corner Group

vancouver

Phone: (604) 844-5324

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Olivera Garcia
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Olivera Garcia CIM^®

Director, Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5337

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

assistant/associate:

Kaitlyn Killackey

Phone: (604) 844-5455

Email: [email protected]

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Parveen Walia
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Parveen Walia CFA, CFP^®

Portfolio Manager

langley

Phone: (604) 607-7505

Toll-free: (866) 326-2136

Fax: (604) 607-7501

Email: [email protected]

assistant/associate:

Inder Khera

Phone: (604) 607-7509

Email: [email protected]

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Patrick Chambers
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Patrick Chambers B.A., B.Ed

Portfolio Manager, Investment Advisor

kelowna

Phone: (250) 861-5700

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Paul Barron
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Paul Barron BA, CIM

Director, Portfolio Manager, Assistant Branch Manager

victoria

Phone: (250) 952-7776

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Anastasia Hockney

Phone: (250) 952-7786

Email: [email protected]

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Paul H. Donaldson
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Paul H. Donaldson BBA, CIM, FMA, FCSI^®

Branch Manager, Director, Portfolio Manager

Donaldson • Lanphear Investment Team

langley, chilliwack

Phone: (604) 824-3372

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Deborah Edwards

Phone: (604) 824-3375

Email: [email protected]

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Paul Sahota
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Paul Sahota CPA, CGA, CFP®, CIM®, FCSI®

Associate Portfolio Manager, Financial Planner

Robertson Investment Group

vancouver

Phone: (604) 844-5632

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Sarah Mooney

Phone: (604) 844-5377

Email: [email protected]

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Peter Chambers
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Peter Chambers CIM^®, CIWM, FCSI^®

Portfolio Manager, Investment Advisor

kelowna

Phone: (250) 861-8187

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

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Peter Jando
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Peter Jando CFA, FCSI^®

Portfolio Manager, Branch Manager, Director

victoria

Phone: (250) 952-7767

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Katrina Chvedukas

Phone: (250) 952-7730

Email: [email protected]

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Phillip Ashworth
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Phillip Ashworth CFA

Portfolio Manager

vancouver

Phone: (604) 844-5355

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

SoYoung Lee

Phone: (604) 844-5623

Email: [email protected]

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Price Montague
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Price Montague CIM

Portfolio Manager

vancouver

Phone: (604) 844-5302

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Wes Wan

Phone: (604) 844-5606

Email: [email protected]

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Rajeena Minhas
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Rajeena Minhas CFA, B.Comm

Portfolio Manager

Corner Group

vancouver

Phone: (604) 844-5322

Toll-free: (800) 366-0366

Fax: (604) 844-5448

Email: [email protected]

assistant/associate:

Pamela Starek

Phone: (604) 844-5321

Email: [email protected]

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Reed Pettinger
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Reed Pettinger B.Sc, CIM^®

Associate Portfolio Manager

victoria

Phone: (250) 952-7764

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Anastasia Hockney

Phone: (250) 952-7786

Email: [email protected]

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Rob G. Pierri
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Rob G. Pierri FMA, CIM^®, FCSI^®

Director, Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5608

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Andrea Neame

Phone: (604) 844-5614

Email: [email protected]

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Rob Wolfe
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Rob Wolfe CIM^®

Portfolio Manager, Investment Advisor

courtenay

Phone: (250) 331-6092

Toll-free: (877) 703-0637

Fax: (250) 703-0638

Email: [email protected]

assistant/associate:

James Ram

Phone: (250) 331-6097

Email: [email protected]

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Robin MacLaughlan
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Robin MacLaughlan CIM^®, CPCA^®

Portfolio Manager

courtenay

Phone: (250) 331-6093

Toll-free: (877) 703-0637

Fax: (250) 703-0638

Email: [email protected]

assistant/associate:

James Ram

Phone: (250) 331-6097

Email: [email protected]

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Roger Braun
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Roger Braun B.Comm, CIM

Portfolio Manager

chilliwack

Phone: (604) 824-3371

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Taylor Rempel

Phone: (604) 824-3376

Email: [email protected]

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Roger Sharma
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Roger Sharma MBA, PFP^®

Investment Advisor

Phone: (604) 899-8705

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

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Ross Turnbull
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Ross Turnbull CPA, CA, CBV, CFA, ICD.D

Vice President, Director, Portfolio Manager

Burrard Investment Management^®

vancouver

Phone: (604) 844-5363

Toll-free: (888) 886-3586

Fax: (604) 844-5319

Email: [email protected]

assistant/associate:

Angela Chan

Phone: (604) 844-5428

Email: [email protected]

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Ryan Eisenbock
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Ryan Eisenbock CIM^®

Portfolio Manager, Investment Advisor

The Eisenbock Group

vancouver

Phone: (604) 844-5607

Toll-free: (800) 663-0706

Fax: (604) 669-6393

Email: [email protected]

assistant/associate:

Alecsandra Ciobanu

Phone: (604) 844-5380

Email: [email protected]

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Ryan French
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Ryan French M.Sc., CIM, FCSI^®

Director, Portfolio Manager

R&S Investment Management

vancouver

Phone: (604) 844-5373

Toll-free: (888) 886-3586

Fax: 604) 844-5416

Email: [email protected]

assistant/associate:

Catherine Woods

Phone: (604) 844-5343

Email: [email protected]

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Ryan Gerrard
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Ryan Gerrard BBA, CIM, CFA

Portfolio Manager

vancouver

Phone: (604) 844-5465

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Carmen Ang

Phone: (604) 844-5470

Email: [email protected]

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Sarah A. Mouritzen
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Sarah A. Mouritzen MBA

Associate Portfolio Manager

Donaldson • Lanphear Investment Team

chilliwack

Phone: (604) 824-3370

Toll-free: (800) 663-5251

Fax: (604) 824-4664

Email: [email protected]

assistant/associate:

Deborah Edwards

Phone: (604) 824-3375

Email: [email protected]

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Scott Reston
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Scott Reston CFA

Portfolio Manager

vancouver

Phone: (604) 844-5487

Toll-free: (888) 886-3586

Fax: (604) 844-5450

Email: [email protected]

assistant/associate:

Nina Gal

Phone: (604) 899-8715

Email: [email protected]

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Serge Beaudry
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Serge Beaudry B.Sc, MBA, CFA

Portfolio Manager

kelowna

Phone: (250) 861-8189

Toll-free: (800) 788-5677

Fax: (250) 861-7766

Email: [email protected]

assistant/associate:

Robyn Jolly

Phone: (250) 861-8191

Email: [email protected]

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Shelly Appleton-Benko
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Shelly Appleton-Benko BA, FCSI^®, CIWM, CFDS

Vice President, Director, Portfolio Manager

STM Wealth Management

vancouver

Phone: (604) 844-5327

Toll-free: (888) 886-3586

Fax: (604) 844-5468

Email: [email protected]

assistant/associate:

Violeta Hutanu

Phone: (604) 844-5405

Email: [email protected]

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Sonia Taylor
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Sonia Taylor CIM^®

Associate Portfolio Manager, Investment Advisor

langley

Phone: (604) 607-7515

Toll-free: (866) 326-2305

Fax: (604) 607-7501

Email: [email protected]

assistant/associate:

Inder Khera

Phone: (604) 607-7509

Email: [email protected]

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Spencer Pocock
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Spencer Pocock B.Comm, RRC, CIM^®, CPCA^®, RIAC

Portfolio Manager

victoria

Phone: (250) 952-7765

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Megan Casey

Phone: (250) 952-7785

Email: [email protected]

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Stephen Herold
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Stephen Herold BSc, CIM

Portfolio Manager

vancouver

Phone: (604) 844-5395

Toll-free: (888) 886-3586

Fax: (604) 669-6392

Email: [email protected]

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Tannis Calder (Pratt)
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Tannis Calder (Pratt) CIM, FCSI^®, CIWM

Portfolio Manager

STM Wealth Management

vancouver

Phone: (604) 844-5340

Toll-free: (888) 886-3586

Fax: (604) 844-5468

Email: [email protected]

assistant/associate:

Kevin Fabian

Phone: (604) 844-5486

Email: [email protected]

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Thomas G.L. Watson
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Thomas G.L. Watson B.Sc.

Investment Advisor

victoria

Phone: (250) 952-7779

Toll-free: (888) 293-0744

Fax: (250) 386-7782

Email: [email protected]

assistant/associate:

Cyrus Lee

Phone: (250) 952-7769

Email: [email protected]

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Travis King
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Travis King CFA

Portfolio Manager

vancouver

Phone: (604) 844-5442

Toll-free: (888) 886-3586

Fax: (604) 844-5438

Email: [email protected]

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Trevor Short
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Trevor Short CIM, FCSI^®

Vice President, Director, Portfolio Manager

vancouver

Phone: (604) 844-5328

Toll-free: (888) 886-3586

Fax: (604) 844-5342

Email: [email protected]

assistant/associate:

Brett Letham

Phone: (604) 844-5365

Email: [email protected]

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Vince Tang
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Vince Tang BA, CIM

Portfolio Manager

vancouver

Phone: (604) 844-5412

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

assistant/associate:

Ryan Smith

Phone: (604) 844-5345

Email: [email protected]

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Warren Goldblum
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Warren Goldblum CFA, FRM, CAIA, MBA

Portfolio Manager

vancouver

Phone: (604) 844-5351

Toll-free: (888) 886-3586

Fax: (604) 681-8310

Email: [email protected]

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Zdenka Gomes
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Zdenka Gomes CFA, CIM, B.Comm

Portfolio Manager, Investment Advisor

vancouver

Phone: (604) 844-5436

Toll-free: (888) 886-3586

Fax: (604) 844-5432

Email: [email protected]

assistant/associate:

Alisa Winters

Phone: (604) 844-5600

Email: [email protected]

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Advisors

Phone:	(604) 844-5332
Toll-free:	(888) 886-3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Anita Feng
Phone:	(604) 899-8743
Email:	[email protected]

Phone:	(250) 861 8172
Toll-free:	(800) 788 5677
Fax:	(250) 861 7766
Email:	[email protected]

Phone:	(604) 844 5379
Toll-free:	(800) 663 0706
Fax:	(604) 669 6392
Email:	[email protected]

assistant/associate:
Alecsandra Ciobanu
Phone:	(604) 844 5374
Email:	[email protected]

Phone:	(604) 844-5382
Toll-free:	(800) 663 0706
Fax:	(604) 669 6393
Email:	[email protected]

Phone:	(604) 844-5400
Toll-free:	(800) 366-0366
Fax:	(604) 844-5448
Email:	[email protected]

assistant/associate:
Pamela Starek
Phone:	(604) 844-5321
Email:	[email protected]

Phone:	(604) 844-5419
Toll-free:	(888) 886-3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Ashleigh Mallinson
Phone:	(604) 844-5631
Email:	[email protected]

Phone:	(604) 844-5471
Toll-free:	(888) 886 3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Jasmine Pronyk
Phone:	(604) 844-5348
Email:	[email protected]

Phone:	(250) 952-7773
Toll-free:	(888) 293-0744
Fax:	(250) 386-7782
Email:	[email protected]

assistant/associate:
Megan Casey
Phone:	(250) 952-7785
Email:	[email protected]

Phone:	(604) 844-5493
Toll-free:	(888) 886 3586
Fax:	(604) 844-5438
Email:	[email protected]

assistant/associate:
Philippe Guzman
Phone:	(604) 844-5648
Email:	[email protected]

Phone:	(250) 952-7787
Toll-free:	(888) 293-0744
Fax:	(250) 386-7782
Email:	[email protected]

assistant/associate:
Christoph Serrand
Phone:	(250) 952-7763
Email:	[email protected]

Phone:	(604) 844-5311
Toll-free:	(888) 886 3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Wes Wan
Phone:	(604) 844-5606
Email:	[email protected]

Phone:	(250) 861-8183
Toll-free:	(800) 788-5677
Fax:	(250) 861-7766
Email:	[email protected]

assistant/associate:
Angie Rachkowski
Phone:	(250) 861-8185
Email:	[email protected]

Phone:	(250) 952 7778
Toll-free:	(888) 293 0744
Fax:	(250) 386 7782
Email:	[email protected]

assistant/associate:
Mackenzie Dickeson
Phone:	(250) 952-7771
Email:	[email protected]

Phone:	(604) 844-5461
Toll-free:	(888) 886 3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Lucas Hervato
Phone:	(604) 899-8731
Email:	[email protected]

Phone:	(604) 844-5473
Toll-free:	(888) 886 3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
SoYoung Lee
Phone:	(604) 844-5623
Email:	[email protected]

Phone:	(604) 844-5318
Toll-free:	(888) 886 3586
Fax:	(604) 681-8310
Email:	[email protected]

assistant/associate:
Marchello Gordillo
Phone:	(604) 844-5460
Email:	[email protected]