Our Leadership

Stephen is our team's founding partner. He is a CERTIFIED FINANCIAL PLANNER^® professional, Chartered Life Underwriter, and Registered Retirement Consultant. Stephen and his team use the breadth of their skills and experience to bring specialized wealth management advice to high-net-worth clients in the areas of retirement planning, investment management, tax planning, and intergenerational wealth transfer.

Stephen believes in giving back. He is a former Director of the Vancouver Island University Foundation Board. He supports charities, including the Loaves and Fishes Food Bank, Alzheimer's Society of B.C., the Grace Ministries orphanage in the Congo, and his local Church.

Stephen and his fiancé Ashley enjoy travel and culture and are always looking for an adventure together. They recently got into organic gardening and relish in the science and challenge of growing produce to eat! Stephen is also an avid fly fisherman, surfer, and fitness enthusiast.

Emeka is a CERTIFIED FINANCIAL PLANNER^® professional, Certified Divorce Financial Analyst, and a Registered Retirement Consultant. His specialization is in the high-net-worth field. Emeka and his team use their extensive knowledge and understanding to provide clients with prudent investment, tax and estate planning, and risk management strategies.

Emeka is also an Officer (part-time reserve) with the Canadian Armed Forces and a Professor of Finance (part-time) at Vancouver Island University (VIU). He has served on the board of directors of various institutions, including the VIU and the Nanaimo Affordable Housing Society, where he was President. Emeka is a member of the Rotary Club of Nanaimo Oceanside, where he served as President of the club for the 2020/2021 club year. He has also served as Co-Chair for the Alzheimer's Society of BC Walk for memories Nanaimo.

Outside of work, Emeka loves to travel and experience other cultures with his lovely wife, Ronitah.

Chris is a CERTIFIED FINANCIAL PLANNER® professional and a Registered Retirement Consultant. Practicing since 1998, Chris partners with individuals and families on tailored solutions that focus on optimizing wealth and building security, independence, and a legacy for future generations. He provides bespoke advice and services derived from a unique understanding of your family, its strengths, challenges, and goals. Because the needs of every client are different, he creates tailored solutions that not only meet clients' present goals, but the needs of future generations as well.

When not working, Chris and his wife, Joanna, enjoy spending time out in nature and on the water, enjoying the beautiful sights of Vancouver Island.