Who We Are

President’s Message


Our Partners

John Fisher, CPA, CA, CBV, CFA, MBA

President and Chief Investment Officer

Mark Yestrau, CFA

Director, Wealth Management

Sandra Edmonds, CPA, CA

Director, Finance & Operations

Boyan Lepoev, CFA, MFin

Investment Research Analyst

Cory Capland, CFA

Investment Research Analyst

Michelle Woo, CIM

Client Service Associate

Eric Yip, CPA, CMA

Finance and Operations Associate