Malcolm Ross, B.Comm, CFP, CLU, TEP, CAFA
President

Malcolm is an insurance and tax specialist, focussing mainly in corporate tax structuring and family business.

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Ip-Sum (Sam) Tse, B. Bus. Admin, CFP
Technical Consultant

Sam is a computer specialist and works extensively with the company's proprietary tax structured wealth management software and systems.

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Vilayphone (Violet) Smith, B.A. (Econ), CFP, CLU, CGA
Technical Consultant 

Violet is responsible for client portfolio administration, as well as technical support.

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Michael Stewart, B. Bus. Admin, CIM
Investment Specialist

Michael and Malcolm together form the Investment Management side of the company.
   
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