Our Team

Executive Team

James Fox
Managing Director, Private Wealth 

Peter Loach
Director of Sales

Iryna McCoubrey, CA
Chief Financial Officer

Kirstin McTaggart
Director, Chief Compliance Officer
and Operations

Investment Advisors

Karyn Phuong, BBA, FMA
Vice President, Investment Advisor

Lorne Zeiler, CFA, MBA
Vice President, Investment Advisor

Matthew J. Conduit, HBA, MBA, CFA
Vice President, Investment Advisor

Steve Trakas, CIM, DMS
Vice President & Portfolio Manager

Cheryl Ma, MBA
Investment Advisor

Katherine Gordon, BA, FMA
Investment Advisor

Martina Longauer, MA, CIM
Investment Advisor

Investment Banking

Scott Robertson, P.Eng
Associate, Investment Banking

Investment Services 

Ewelina Kozimor
Sales Associate

Maria Libourkine
Sales Associate

Rita Romanelli
Assistant

Sonia Shirprashad
Sales Associate

Susan Blodgett, MBA
Sales Associate

Compliance & Operations

Bebe Berman-Coupe
Administrative Assistant

Carmen Kilroy
Senior Operations Associate

Lindsay Fuller
Branch Administrator

Steven Sims
Senior Manager, Compliance