Meet our team

A former entrepreneur and executive, David brings a diverse business background, and over 20 years of industry experience to his role. His unique perspective informs a keen understanding of the challenges and opportunities investors face in the practice of prudent and effective wealth management. He understands the value of clarity, confidence, and exemplary client experiences; and he's committed to building enduring relationships with clients who expect excellence. David knows that helping clients find financial peace-of-mind is one of the most important services his team can provide.

Recognized for his work in the community David has supported a number of volunteer Boards of Directors - notably: as the current Secretary of St. Paul's College Foundation; Past President of Immigrant Centre of Manitoba; and Past President of The Winnipeg International Children's Festival. He has worked to promote childhood and youth literacy programs like the Seven Oaks School Division's Wayfinders Program, and he has assisted in the development of the Province of Manitoba's Children's Advocacy Centre project.

A dedicated family man, David is amusingly tolerated by his wife and growing children. Outside of the office he can often be found in various acts of home improvement, cheering at his kids' many activities, or investigating the finer points of barbeque.

A graduate of the Finance program at the Asper School of Business, Sam has also studied International Finance in Montpellier, France. Licensed to serve all aspects of our client needs, she possesses excellent project management, and client service skills, and works closely with all team members and clients to ensure client needs are satisfied and all operations run efficiently. As a CERTIFIED FINANCIAL PLANNER® , Samantha will take the time to develop a deep understanding of what clients really want and need to help provide tailored solutions. She continues to grow and is currently continuing her education by taking the Derivatives Fundamentals and Options Licensing course as well Portfolio Management Techniques through the Canadian Securities Institute.

Outside of work, when her head is not in a textbook, Sam loves to travel and spend time with her fiancé and their two cats Oliver and Ziggy and their dog Molly. She is also passionate about being involved in her community and currently volunteers for the South Winnipeg Family Information Centre.

Ifenna has been an invaluable asset to our team since 2021, leveraging her extensive 17 years of experience in the financial services industry. Her core role as a Wealth Associate involves client administration, trading of financial securities for clients, preparing comprehensive portfolio review reports, processing daily clients’ transactions, client relationship management and various other crucial roles. Her extraordinary patience and professional demeanor distinguish her as an exceptional team member, dedicated to delivering the highest standard of client service.

Ifenna commenced her professional journey as a Client Relationship Officer and Account Officer at Fidelity Bank Plc where she fostered robust, client-centric relationships and delivered exceptional services. Prior to joining our team, she also served as an Investment Operations Specialist at the Central Bank of Nigeria (CBN), where she played a pivotal role in settling Federal Government of Nigeria Bonds (FGN Bonds) and Nigeria Treasury Bills (NTBs) for CBN’s Mandate Customers.

She holds a Bachelor of Science degree in Applied Microbiology, Master of Business Administration from University of Leicester, UK, and Diploma in Strategic Management and Leadership from Chartered Management Institute, UK. Outside of her professional life, Ifenna enjoys gardening, travelling to new destinations, playing table tennis as well as quality moments with her husband and three lovely kids.

Reedhee is an invaluable member of our team and brings over a decade of expertise in financial services. Her vibrant energy and enthusiasm drive excellence and innovation. At the helm of our team, Reedhee focuses on fostering innovation and efficiency, devising strategies and processes with our team. Her knowledge spans marketing, brand management, communications, operations, and client relations. She possesses an extraordinary talent for crafting guidelines and procedures, nurturing strong client-advisor relationships through thoughtful communications. Reedhee holds a Bachelor of Arts in Communications and Marketing from the University of Winnipeg and specialized in Brand Management at the University of London (UK). 

Having gained extensive experience in the financial industry from the age of 17, she understands the importance of exceptional client experiences and effective communication. Additionally, she skillfully handles all marketing aspects for our team, leveraging her expertise to contribute to our collective success. In the absence of a teammate, Reedhee seamlessly steps in to handle administrative requests, ensuring uninterrupted operations and offering assistance with various tasks. 

Her exceptional organizational skills, attention to details, and problem-solving abilities ensure flawless management of priorities. Reedhee is constantly seeking new challenges and opportunities, driven to learn and grow, both personally and professionally; pushing the boundaries of what is possible. Reach out to her for any matter, big or small, and she will be more than happy to assist you.