Our team is unified by our ambition to do things differently and establishing a business we can all be proud of. As an employee-owned firm, we are fully invested in our clients’ success.

Belina Teoh

Belina Teoh

Director, Wealth Management

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Chris Glackin

Chris Glackin

Managing Director, Wealth Management

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Donna Nicolof

Donna Nicolof

Chief Executive Officer

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Jude Pereira

Jude Pereira

Chief Risk Officer

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Melissa Platt

Melissa Platt

Head of Investments

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Simon Glass

Simon Glass

Chief Financial Officer

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