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Our Team

We have a passion for creating dynamic wealth management plans designed to reflect the evolving goals and priorities of our clients, and the changing market conditions. We are collaborative, no nonsense, and down-to-earth. This, together with our distinct approach to investing, shared values, and a culture based on the spirit of togetherness, guides us in everything we do.

Meet The Team


Craig McFadzean
Founder and CEO

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Shauna Spear
Director of Operations

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Robert Havill
Director of Client Success

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Conner Sura
Portfolio Manager

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Shannon Blyth
Director of Strategic Initiatives

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Alec Desjardins
Investment Analyst

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Emma Robb
Administrative Assistant

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Learn how our expertise and personalized services can save you time, money, and frustration with managing your finances.

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