Meet The Team

Senior Portfolio Manager

Senior Investment Advisor

FCSI®

CFP®

CIM®

Darrell specializes in assisting business owners, retirees, and professionals to accumulate and preserve wealth. He develops each portfolio one investment at a time, incorporating a client’s financial objectives, risk tolerance, estate planning needs and tax considerations. Darrell earned a Bachelor of Commerce from the University of Saskatchewan and holds the Chartered Investment Manager, Certified Financial Planner, Financial Management Advisor, and Fellow of the Canadian Securities Institute designations. He formerly served on the Manitoba Board of the Investment Industry Regulatory Organization of Canada (IIROC).

Raised in rural Saskatchewan, Darrell maintains strong connections to his roots. He resides with his family on his acreage near Teulon, MB. In his spare time, Darrell volunteers as a coach for a basketball team and keeps very active with his two sons’ sports and extracurricular activities.

English

Associate Investment Advisor

Scott Wheeler is the newest member of our team. He comes to us from his previous role within TD Canada Trust where he managed the TD Small Business Banking division in Manitoba. Leading our business development, he will leverage his expertise in complex banking solutions to focus primarily on business owners and professionals helping to ensure our prospective new clients are up to date and well informed.

Client Relationship Associate

Jenna Brown has been working with our team for over 10 years and has been in the Wealth industry for over 17 years. She is the hub of our office and the first point of contact for all operational matters. She handles everything from opening client accounts, sending and receiving funds, converting registered accounts to retirement income streams, and making RRSP and TFSA contributions on your behalf. Please reach out to Jenna for any operational matters such as documentation updates, address changes and other important information to help ensure we have your most accurate and up to date information.

Client Service Associate

Selina Speranza is our administrator of client operations. She was a Private Banker Associate with TD Wealth Private Banking for the past 6 years, and is currently attaining her diploma in Project Management. Her goal is to continue to develop our service support for a unique private client experience. Her team focus is continuous process improvements, team efficiency and organization of our client events.