All Team

Byron Lockett, CFP®

Wealth Planner, CFP®

Gerda Steyn

Fund Analyst

Rob Shearer

Risk and Investment Analyst: Employee Benefits

Eben Visser

Junior Analyst

Mark Scheepers

Junior Analyst

Fiona Butler

Risk Specialist

Marc Schroeder, CFP®

Senior Wealth Manager, CFP®

Melissa Dyer, CFP®

Managing Director, Key Individual, Joint CIO, CFP®

Duncan Wilson, CFP®

Managing Director, Key Individual, CFP®

Razina Gareeb

Chief Operations Officer

Sean Quigley, CFP®

Senior Wealth Manager, Key Individual, CFP®