Ian David Clark

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

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

Steve Bokor

Steve Bokor, CFA®, BA Economics

Chartered Financial Analyst; Portfolio Manager

Shannon

Shannon Gerigs

Executive Marketing & Administrative Assistant to Ian Clark; Investment Representative; 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