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

Boyan Lepoev, CFA, MFin

Vice President, Investments

Michael Brown, CPA, CA, CFA

Vice President, Investments

Michael Harber, CFA

Director, Business Development & Investment Strategy

Steven Bain

Steven Bain, CPA, CFA, MBA

Investment Analyst

Sandra Edmonds, CPA, CA

Director, Finance & Operations

Eric Yip, CPA, CMA

Finance and Operations Associate

Michelle Woo, CIM

Client Service Associate