Chief Executive Officer, General Counsel

David Hawreluk obtained his law degree from Queen’s University in 1993. Since that time, David has practiced as a partner at some of the largest Canadian and global law firms…

Chief Operating Officer

Matt Oldham obtained his Bachelor of Commerce in 2001 and his CFA in 2006. Matt has been involved in lending since 2001. Initially at Canadian Western Bank through varying roles including Equipment Finance, Credit, Corporate Lending…

Portfolio Manager

Michael obtained his Bachelor of Commerce in Finance from the University of Alberta. He is a CFA Charter holder and has completed in-depth, post-graduate accounting courses at York University and through the Chartered Accountant…

Portfolio Analyst

Jon obtained a Bachelor of Commerce from University of Alberta, a law degree from the University of Calgary, and is working towards completing his Chartered Investment Manager…

Securities Analyst, Trader

Mitchell obtained a Bachelor of Arts in Economics. He is working towards completing his Certified Financial Planner designation, and is a Chartered Financial Analyst Level I Candidate…

Relationship Manager

Katherine obtained a Business Management Accelerated diploma from MacEwan University and has completed Financial Planning 1 of her Personal Financial Planner designation…