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Neil McIver
With over 30 years of experience, Neil has developed an institutional-calibre investment process that applies a disciplined asset allocation model previously available only to large institutional investors. Serving both institutional and private clients, Neil and his team address all aspects of wealth management, including portfolio management, estate planning, and business succession. They provide tailored solutions to help affluent families navigate financial complexities and transition wealth effectively across generations.
Bureau: Vancouver
Tevis Michaud
Tevis emphasizes integrity, honesty, diligence and high-quality service as he delivers comprehensive Wealth Management solutions, including building tax-efficient income streams and connecting clients with new and unique investment ideas. His objective is to help clients live healthy, happy, prosperous lives – without having to worry about their financial security. To achieve that, he sets high ethical standards for himself and works hard to build long-term, trusting client relationships.
Bureau: Vancouver
Christopher Morgan
Chris brings over 20 years of financial services experience to his team and their clients. He began his career in 1992 as a Corporate Finance specialist and transitioned to an Investment Advisor in 1998. Chris' focus is on understanding clients' needs, and providing thoughtful, relevant solutions. He has extensive experience in the Canadian venture capital markets with a focus on natural resources and technology.
Bureau: Vancouver
Hugh Nash
Hugh joined Canaccord Genuity Wealth Management in 1995 and, in his 20 years with the firm, has built a top-tier book of business focusing on precious metals financings. His energy, insight and commitment to his clients have made Hugh a valuable asset to his clients’ future.
Bureau: Vancouver
Ilia Nizker
Ilia joined the Mann Team in 2014. Previously with RBC Dominion Securities and National Bank Financial, Ilia is primarily focused on development of new business, as well as building custom-tailored investment solutions for entrepreneurs and professionals. Ilia holds a Bachelor of Commerce (Finance) degree from the University of British Columbia as well as the Chartered Financial Analyst (CFA) designation.
Bureau: Vancouver
Leon Pedwerbeski
Leon has had an enthusiasm for investing and financial planning from a very young age and feels fortunate to be able to do what he loves professionally. He brings over 15 years of experience in the industry and holds the designations of Certified Financial Planner and Chartered Investment Manager. Clients appreciate Leon’s exemplary service, dedication to providing unbiased advice and his commitment to transparency. He has often been formally acknowledged for providing his clients with exceptional wealth management care. Most recently he was awarded with the highest standing in a recent survey conducted by Cap Elite, as well as the “Legendary Experience” survey conducted by Medallia.
Bureau: Vancouver
Danny Pero
Danny brings over 16 years of financial services experience to his team and their clients. He began his career in 2001 as an Investment Advisor and has worked in various roles including Branch Manager. Danny's focus is on providing a comprehensive wealth strategies to help individuals, families and business owners secure their financial legacy. Danny is committed to a deep realtionship with his clients in order for fully understand their needs.
Bureau: Vancouver
Brian Peters
Brian began his career with HSBC, joining Canaccord Genuity in 2005. Brian has a joint major in Economics and Finance from Simon Fraser University. Having a hybrid business, Brian provides his clients with unique ideas for preserving and growing wealth.
Bureau: Vancouver
Cary Pinkowski
A leader and innovator in the Canadian equity arena, Cary Pinkowski prides himself as an early adopter on major investment trends. Cary is very passionate about the resource and technology space. He has been an advocate for his long-term bullish stance on the US equity markets. Cary Pinkowski leverages extensive connections across key industry sectors and builds long-term trusted relationships with clients who count on him for top-quality service, advice, and performance. Since 2016, Cary has attended Ted and is inspired by innovators and entrepreneurs globally that think different. Cary has developed extensive connections with CEOs and executives of many leading technology and resource companies. Pinkowski was instrumental in the founding of Entrée Resources, which discovered part of the Oyu Tolgoi deposit, and went onto become one of the largest copper gold mines in the world. He is a Senior Investment Advisor at CG Wealth Management and has over 25 years of experience with North American and European capital markets. Cary works exclusively with ultra-high net worth individuals, family offices, and strategic institutional partners.
Bureau: Vancouver
Lori Pinkowski
Lori Pinkowski and her team have a passion for exceeding your expectations and ensuring you are on track to meet your financial goals. She has a strong commitment to her clients’ well-being and believes in the simple philosophy of “say what you do and do what you say”. Lori’s team creates personalized portfolios with a strong focus on risk management, that have achieved long term stable returns, allowing her clients to sleep at night. Her top priority is to protect and grow your wealth while having the ability to guide you in all things financial. Lori’s team will go above and beyond for you and your family.
Bureau: Vancouver
Tom Porteous
Tom has worked as a financial advisor since 1988. He is passionate about providing exceptional client service and is very active in the philanthropic community. Tom is a long-time partner of Social Venture Partners Vancouver and he is currently the Chairman of the Boston Pizza Foundation Invitational Golf Tournament. Tom lives in Tsawwassen with his wife and three children, and on the weekends he can be found watching or coaching his kids at various soccer fields, lacrosse boxes, ball diamonds, and hockey rinks throughout the Lower Mainland.
Bureau: Vancouver
Andrew Prescott
Andrew specializes in growth-oriented wealth management and financial planning solutions. His commitment to his clients’ well-being through sound investment advice and regular communication has helped him build strong, long-term relationships with each of the families he works with. He carefully creates and manages personally tailored investment portfolios to meet his clients’ goals. Andrew has a bachelor’s in business administration and has worked in the financial services industry since 2008. He is an IIROC and FINRA registered advisor licensed to work with Canadian, U.S. and International residents. Born and raised in Vancouver, Andrew enjoys cycling, golfing and participating in a variety of charitable causes.
Bureau: Vancouver