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 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
Administrative Associate
Administrative Associate
Stella completed her post-secondary education in Economics from the University of British Columbia. Immediately after graduation, Stella began her career in finance, at RBC as a personal banker. This experience strengthened her ability to deliver tailored client experience to all clients, including high net worth clients.
After RBC, Stella continued her banking career with National Bank, joining as a banking advisor. As a banking advisor, Stella presented and implemented various banking solutions to clients.
Day to day, Stella helps with portfolio rebalancing and account administration. She is also on track to obtain her Chartered Investment Manager (CIM®) designation.
In her spare time, you can find Stella walking along the sea wall on a sunny day or travelling around the world.
