Meet The Team

Client Service Associate

Ben brings over sixteen years of experience in the industry to his role. He is responsible for preparing portfolio proposals, trading, account rebalancing, cash management, and other administrative duties as needed. In his spare time Ben enjoys health and fitness, undertaking home improvements, and going for long bike rides with his wife Lisa in the Nova Scotia countryside.

Client Service Associate

Sacha completed his Bachelor of Commerce with a major in Accounting at Dalhousie University. He is responsible for rebalancing, trading, account documentation and other administrative tasks. In his spare time he enjoys hockey and soccer.