Meet our team

Sabrina focuses on investment management in the context of financial, tax, and estate planning. She believes investment recommendations stem from an understanding of her clients' financial goals. Providing clients with expert advice is her top priority. She is dedicated to educating and empowering her clients to take charge of their finances. She's an excellent listener; she takes the time to answer any and all questions her clients have, making sure they understand and are confident in her advice.

Sabrina began her career in the financial industry in 2002 in banking and discovered her passion for wealth management in 2007. She holds the prestigious Chartered Investment Manager (CIM) designation, a leading industry standard for portfolio management services, demonstrating she has the knowledge and skills to evaluate and manage all aspects of client investment portfolios. She also holds a Bachelor of Arts degree from the University of Victoria.

Outside the office, Sabrina enjoys spending time with her husband, Patrick, and two boys, Connor (age 7) and Rory (age 5). She's an avid athlete; she golfs in the summer and curls in the winter. She also loves to travel.

Carter joined our team in August 2023 with a strong desire for growth. He is client-focused and quality-oriented. His goal is to provide excellent service to clients. Carter will be responsible for maintaining client records, handling day-to-day transaction requests, booking client meetings, and addressing client inquiries.

He is currently pursuing a bachelor’s degree in business administration at Camosun College and taking the Wealth Management Essentials (WME) course. He is a licensed Investment Representative with the Canadian Investment Regulatory Organization (CIRO). Outside of the office, Carter enjoys reading, swimming in the ocean, and playing the piano.

Olivia joined the team in October 2024. She recently completed her Bachelor of Commerce Degree at the University of Victoria, specializing in Service Management. She is committed to understanding and addressing client needs, continually seeking ways to enhance their experience and strengthen relationships. Olivia is responsible for maintaining accurate client records, coordinating client meetings, and promptly addressing inquiries to ensure a seamless experience. Outside of the office, Olivia enjoys golfing, reading, and sewing.

Ezekiel joined the team in March 2025, bringing a Bachelor of Commerce from the University of Victoria with a specialization in Service Management and Digital Marketing. He recently completed the Canadian Securities Course (CSC) and is currently studying the Conduct and Practices Handbook (CPH) to become a licensed investment representative and is always looking to expand his knowledge within the wealth management sector. Ezekiel leverages his experiences in business administration and front-line service to cultivate strong relationships and achieve client-focused outcomes. His responsibilities involve regular file & records documentation, client report generation, database management, and ensuring positive interactions through effective communication. Outside of work, Ezekiel enjoys travelling, various sports, fitness, and staying up to date with new films.