Ian David Clark

Ian David Clark, CIM, CFP, BSc, BA Economics

Chartered Investment Manager; Associate Portfolio Manager; Certified Financial Planner; Insurance Specialist

Steve Bokor

Steve Bokor, CFA, BA Economics

Chartered Financial Analyst; Portfolio Manager

Joseph Alkana

Joseph Alkana, CIM, FCSI, BA Economics

Chartered Investment Manager; Portfolio Manager; Investment & Commodity/Futures Advisor

Shannon

Shannon Gerigs

Executive Marketing & Administrative Assistant to Ian Clark; Life & Health Insurance Advisor

Jessica Williams

Jessica Williams

Marketing & Administrative Assistant (currently on maternity leave)

Michele Bokor

Michele Bokor

Executive Marketing Assistant & Administrative Assistant to Steve Bokor