Leaders In Industry
Our team is a diverse group. We come from different backgrounds and have each taken a unique path to form our careers. We have started and built businesses, worked for dominant global firms and taken on academic pursuits. Together we share a passion for finance and we invest right alongside the money of our clients.
From left: Kevin Olson, Lucas MacMillan, Rob Townsend, Geri Greenall, Jane Matthews, Neil Roszell
Rob Townsend, CIM
CEOChartered Investment Manager
10 years of wealth management experience (Richardson GMP & BMO Nesbitt Burns)
Bachelor of Commerce (Finance) University of Saskatchewan
Master of Public Policy University of Calgary
Geri Greenall, CFA, ICD.D
CFO & CCO20 years finance experience (Portfolio Management & Capital Markets)
Board member: Kelt Exploration Ltd.
Not-For-Profit Board member: Discovery House & Providence School
Bachelor of Commerce (Finance) University of Calgary
Kevin Olson
President20 years of finance experience (Portfolio Management and Investment Banking)
Board member: Gear Energy Ltd. and Baytex Energy Corp.
Bachelor of Commerce (Finance) University of Calgary
Neil Roszell
ChairmanProfessional Engineer
Built and sold five successful energy companies most recently Raging River Exploration Inc.
Board Chair at Baytex Energy Corp.
Advisory Board member at Steel Reef Infrastructure Corp.
Bachelor of Engineering University of Regina
Jamie Clements
Associate15 years of wealth management experience (Richardson GMP & Tristone Capital)
Bachelor of Commerce (Distinction) University of Alberta
Lucas MacMillan, CFP
Associate, Wealth PlanningCertified Financial Planner
Valuable high net worth experience (Richardson GMP & RBC Royal Bank)
Bachelor of Science University of Manitoba
Jane Matthews
Office ManagerExperienced Operations Manager
Over 20 years of operation experience (Matco Financial & CST Trust)
Let Our Team of Experts Build Your Portfolio