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Our Team

Passion, knowledge and experience. They matter to us, and we know these things matter to you as well.

Our client teams have proven track records, and a client-focused drive that has brought them to the top of their game.

We are a forward-thinking firm committed to delivering independent advice.

Join our team

Geoff Dunlop

Partner, Portfolio Manager

Geoff is forward-thinking and is fascinated by the current and emerging trends in the global economy. With 10 years of experience and a CFA designation Geoff simplifies the convoluted financial industry to provide clients with an investment solution that achieves their long-term goals.

Kevin Shao

Partner, Portfolio Manager

Kevin has taken a client-centric, holistic approach to wealth management, and forged client relationships based on reciprocal trust, loyalty and sincerity. With over 15 years of investment management experience, Kevin provides prudent investment advice and comprehensive planning services on all aspects of wealth management to individuals, families and businesses owners.