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BEYOND TRADITIONAL
UNLOCKING THE POTENTIAL OF ALTERNATIVE ASSETS
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Chad Larson
SENIOR PORTFOLIO MANAGER
Curtis Mayert
SENIOR WEALTH ADVISOR
Mehul Sudra
SENIOR INVESTMENT ADVISOR & ASSOCIATE PORTFOLIO MANAGER
Shannon Sowa
SENIOR INVESTMENT ADVISOR
Gurman Arora
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Lauren Currie
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Melissa Tully
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Paula Hawker
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Marissa Martins
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Matt Trutina
ASSOCIATE, BUSINESS DEVELOPMENT
Jeff Haggerty
WEALTH AND ESTATE PLANNING SPECIALIST
Martin Roberge
STRATEGIC PARTNER – MANAGING DIRECTOR / NORTH AMERICAN PORTFOLIO STRATEGY
Robert Young
Managing Director, Equity Research Canadian Technology Specialist – Strategic Partner