Co-Founder, Chairman
Co-Founder & Chief Investment Officer
Co-Founder & Chief Wealth Management Officer
Chief Financial & Operating Officer
Chief Compliance Officer
Chief Marketing Officer
Managing Director & Portfolio Manager
Managing Director, Western Canada & Referral Network
Chairman Emeritus
Portfolio Manager
Associate Portfolio Manager
Wealth Planner
Vice President and Principal
Vice President and Principal & Wealth Planner
Director, Tax and Estate Planning
(1946-2026)
Vice President, Wealth Planning Group
Senior Vice President & Principal
Family Wealth Strategist
Manager, Business and Client Development
Vice President & Principal
President, Newport Insurance
Client Relationship Manager
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