Wilfred Hahn Chairman & co-CIO


Mark Arthur, CFA CEO


Tyler Mordy, CFA President & co-CIO


Investment Management

Wilfred Hahn Chairman & co-CIO

Tyler Mordy, CFA President, co-CIO

Mark Arthur, CFA CEO

David Kletz, CFA Analyst and Associate Portfolio Manager

Ken Hawkins Research Manager

Administration & Client Service

Kevin Side Vice President, Administration

Richard de Chevigny Director of Information Technology

Colleen Spence Senior Operations Administrator

Cassandra Zielke Senior Operations Administrator

Lee McPherson Operations Administrator

Leah Jeffers Operations Administrator

Business Development & Relationship Management

Robyn Graham Vice President Institutional Services / Associate Portfolio Manager

Francis D’Andrade Vice President, Private Client Services

Joseph Pochodyniak, CFA Portfolio Manager

Krystian Urbanski Senior Vice President, Associate Portfolio Manager, Business Development

Bob Gaal Vice President, Business Development

John Teskey Vice President, Business Development

Daniel Millar Associate, Business Development

Aaron Azad, CIM Associate, Business Development

Meredith Dekker Business Development Support

Investment Management &
Head Office

206-307 Banks Road
Kelowna, BC
V1X 6A1
Toll Free: 888-419-6715
Fax: 1-877-342-4246

Administration & Client Service

330 St. Mary Avenue, Suite 800
Winnipeg, Manitoba, R3C 3Z5
Toll Free: 888-419-6715
Fax: 1-877-342-4246

Business Development & Relationship Management

26 Wellington Street East, Suite 920
Toronto, ON M5E 1S2
Toll Free: 888-419-6715
Tel: 416-848-3347
Fax: 1-877-342-4246


Contact Us

We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

What are you inquiring about? (required)

How did you hear about us? (required)

Your Name (required)

Your Email (required)

Which describes you best? (required)


City (required)

State/Province (required)

ZIP/Postal Code

Phone Number (required)

Additional Comments

Enter Captcha Code


Lost your password?
WordPress Appliance - Powered by TurnKey Linux