Andrew Vanderhorst

Chief Investment Officer & Portfolio Manager

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Sherry Zheng

Vice-President - Tax Services

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Elena Trigiani

Director of Operations

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Brandon Davies

Director - Cross Border Wealth Management

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Jessica Lachance

Senior Cross Border Financial Planner

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Adam Carris

Cross Border Financial Planner & Portfolio Manager

Greg Tomkins

Cross Border Financial Planner

Nancy Zheng

Senior Tax Manager

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Kelvin So

Senior Investment Analyst

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Leanne Milech

Cross Border Wealth Strategist

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Nakeita McKnight-Monrose

Client Services & Administration Specialist

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Raeline Moreau

Client Services & Operations Coordinator