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

CEO

Chartered 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 & CCO

20 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

President

20 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

Chairman

Professional 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

Associate

15 years of wealth management experience (Richardson GMP & Tristone Capital)

Bachelor of Commerce (Distinction) University of Alberta

Lucas MacMillan, CFP

Associate, Wealth Planning

Certified Financial Planner

Valuable high net worth experience (Richardson GMP & RBC Royal Bank) 

Bachelor of Science University of Manitoba

Jane Matthews

Office Manager

Experienced Operations Manager

Over 20 years of operation experience (Matco Financial & CST Trust)

Let Our Team of Experts Build Your Portfolio