Meet The Team
Associates
Associate Investment Advisor
Associate Investment Advisor
Marie's background includes graduating with a Bachelor of Arts degree in Economics from the University of British Columbia. Following UBC, Marie became a Personal Banker at CIBC. Her banking experience led her to commit to investing for clients and building trusted relationships.
She has been in the investment industry for 20 years, beginning as an Associate at HSBC Securities. She later became an Associate Investment Advisor at BMO Nesbitt Burns and was there for 8 years.
Marie is fully licensed to trade securities and has completed the Canadian Securities Course. She has also received the Chartered Investment Manager (CIM®) designation and is working on completing the Derivatives Fundamentals and Options Licensing Course. Marie will be monitoring portfolio holdings, executing trades, as well as facilitating high net worth wealth planning and account administration.
In her spare time, you can catch Marie playing softball or practicing krav maga.
Client Relationship Associate
Client Relationship Associate
Winnie completed her post-secondary education in marketing at the Hong Kong Polytechnic University. She then started her career with Cathay Pacific, becoming a Flight Supervisor. This experience strengthened her ability to provide excellent customer experience to all passengers, including high net worth clients.
She moved to Canada in 2017 and pursued a career in finance, joining TD as a customer service associate. Winnie is fully licensed to trade securities & options. She is working on obtaining her Chartered Investment Manager (CIM®) designation.
Day to day, Winnie helps with rebalancing client accounts and executing trades. She also assists with wealth planning and account administration.
In her spare time, Winnie likes to cook, listen to music and travel. You can also find her biking along the sea wall on a sunny day.
Client Service Associate
Client Service Associate
Jourdana has grown up with an expat background - before arriving in Vancouver in 2014 she lived in Zimbabwe, London, Singapore & New York. While in the UK, she graduated from Newcastle University with a Bachelor of Arts (Hons) degree, majoring in Politics.
Jourdana started her career in Private Wealth Management in 2015, as an Investment Assistant at Odlum Brown Limited. Her responsibilities included portfolio rebalancing, transaction execution, account administration and providing first-class service to every client. She is licensed to trade securities and will soon be licensed in Options as well. She is also on track to obtain her Chartered Investment Manager (CIM®) designation.
In her spare time, you'll find Jourdana on the tennis court or skiing the local mountains. She also enjoys traveling the world, and spending time with her husband, Tony
