Our team
David Udy
Founder and CEO
Sophie Blais
President/CCO
Danielle Williams
Chief Revenue Officer
Dave Makarchuk
Chief Investment Officer
Owen Komperdo
Senior Wealth Planner
Navneet (Nanu) Parhar
Senior Advisor, Risk
Ryan Tod
Associate Wealth Advisor
Debjani Saha
Manager, Investment Operations
Jeff Dyck
VP, Risk Management & Insurance Advisory
Howard Wong
Wealth Advisor II
Rob Margeson
Associate Wealth Planner
Kit Bekkers
Associate Advisor Insurance
Ilijaz Gunic
Client Service Administrator
Claude Spencer
Manager, Investment Advisory & Planning Services
Neeraj Paredeshi
Senior Insurance Advisor
Smarika Duggal
Associate Wealth Planner II
Lindsay Doell
Lead, Insurance Operations
Maria Claveria
Client Service Administrator
Yan Song
Sr. Director, Finance
Jonah Glas
Investment Operations Administrator
Mary George
Lead, Revenue Operations
Bryton Udy
Marketing & Communications Director
Romelie Alcantara
Fund Accountant II
Riley Vandenheuvel
Financial Operations Coordinator
Michelle Shiers
Director, CORE
Noah Arvisais
Content Specialist
Maria Jose Ochoa
Client Service Administrator II
Shawn Samuel
Compliance Analyst
Keri Bradford
Lead, CORE Systems & Project Support