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

John Bataller

John Bataller

Investment Representative; Administrative Assistant to Ian Clark

Michele Bokor

Michele Bokor

Executive Marketing Assistant & Administrative Assistant to Steve Bokor

Alice Brum

Alice Brum, BA Entrepreneurial Management

Marketing & Administrative Assistant

Jessica Williams

Jessica Williams

Marketing & Administrative Assistant