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