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Our Team

BSc, MA, CIM®, CFP®

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Karl Anvik

Partner & Portfolio Manager

MBA, CFA

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Shamez Kassam

Partner & Portfolio Manager

CIM®

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Jeff Ady

Managing Partner & PM

MPP, CIM®

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Andrew Rodych

Business Manager & Associate PM

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Cheryl Kopeck

Client Service Specialist

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Brandi Dickson

Insurance Specialist

BBA

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Chelsea Toews

Client Service Specialist

CFP®

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Will Corrigan

Associate

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Robyn Copeland

Client Experience Coordinator

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Geometrical Shapes

Josh Carter

Associate