Our Team
Steven Barclay
Partner
Daniel Werner
Partner
Chris Zegers
Partner
Richard Liverpool
General Manager and Partner
Aidan Dixon
Financial Adviser, CFP and Partner
Shane O'Connor
Senior Financial Adviser and Partner
Sally Warncken
Practice Manager and Partner
Harry Wong
Operations Manager
Dean Godbee
Senior Financial Adviser
James Englebrecht
Senior Financial Adviser
Morgan Johnson
Financial Adviser
Alexis Cross
Financial Adviser
Christine Policarpio
Head of Paraplanning/Compliance
Cathy Hart
Client Services Manager
Gail Grady
Implementation Manager
Joreme De Pedro
Implementation Manager
Stacey Robinson
Team Leader & Implementation Manager
Noshaba Khan
Implementation Manager
Keshini Leaver
Implementation Manager
Karen Perri
Administration Manager
Tara Young
Client Service Associate
Nona MacLean
Client Service Associate
Darshna Naidu
Client Service Associate
Jazlyn King
Client Service Associate
Jenalyn Alfeche
Team Leader – Financial Planning Assistant
Ma. Theresa Policarpio
Financial Planning Assistant & Paraplanning Admin
Rosette Morales
Senior Paraplanner
Dyan Esberto
Paraplanner
Angel Giray
Financial Planning Assistant
Orlyn Gipal
Financial Planning Assistant