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Associate Portfolio Managers

Kevin Gebert

Some facts about Kevin: Works with clients in British Columbia, Alberta and Ontario Associative Arts Degree Certified Instructor – The Knowledge Bureau Published Author Developed an Investment Course that is presented to grade 11 & 12 students Volunteer in...

Associate Portfolio Managers

Daniel Roy

Certified as a Retirement Coach, Financial Planner and International Wealth Manager, I provide a unique offering, and serve an equally unique client base – those who value a holistic, informed approach that goes beyond money management to incorporate aspirations...