Brad Dovey CIM®, FCSI®
Portfolio Manager
Phone: (250) 952-7773
Toll-free: (888) 293-0744
Fax: (250) 386-7782
Megan Casey
Phone: (250) 952-7785

"Your goals are our priority. Your objectives and tolerance for risk guide us in designing portfolios suited for your unique needs."

Experience and Education

  • 22 years in the Investment Industry
  • Fellow of the Canadian Securities Institute (FCSI®); Chartered Investment Manager (CIM®) designation; Portfolio Manager
  • Born and raised in Victoria; attended University and College locally

Investment Philosophy

  • Disciplined investment philosophy based on a balanced approach to portfolio design and asset allocation using both bottom up and top down approaches.

Personal Interests

  • Enjoys spending time with his family, fishing and tinkering with old cars.