Meet Our Experts

Executive Team

Jenna Kaye

Co-Founder & Chief Executive Officer

Dianna Reimer

Dianna Reimer

Co-Founder & President, Vancouver

Dan Sander

Dan Sander

Co-Founder & President, Corporate Trust

Lisa Scotland

Lisa Scotland

Co-Founder, Chief Compliance Officer & Chief Risk Officer

Shawn Stordy Image

Shawn Stordy

Chief Financial Officer

Krista Lalonde

Chief Operations Officer

Frank Kailik

Frank Kailik

Vice President, Client Services

Sarah Gilroy

Executive Vice President, Sales & Marketing

Rachel Wanchulak

Vice President, Plans

Our VANCOUVER Team

Lia Zandvliet

Lia Zandvliet

Managing Director, Client Services

Kari Hobbis

Kari Hobbis

Senior Director, Client Services

Leslie MacFarlane

Leslie MacFarlane

Senior Director, Client Services

Daragh Hewitt

Daragh Hewitt

Director, Client Services

Alexandra Oviedo

Alexandra Oviedo

Director, Compliance

Shane Lotty

Shane Lotty

Director, Client Services

Jessica DeLaTorre

Jessica De La Torre

Director, Client Services

Vivien Leung

Vivien Leung

Director, Client Services

Our Calgary Team

Jacquie Fisher

Jacquie Fisher

Managing Director, Client Services

Erin Flaherty

Erin Flaherty

Managing Director, Plans

Katherine S.

Managing Director, IT

Gloria Gherasim

Gloria Gherasim

Senior Director, Client Services

Nazim Nathoo

Senior Director, Client Services

Nora Ward

Senior Director, Operations, Plans

Amy Douglas

Amy Douglas

Director, Corporate Trust

Amy Penner

Amy Penner

Director, People

Our TORONTO Team

Victor Tran

Victor Tran

Managing Director, Corporate Actions

Bryce Docherty

Bryce Docherty

Managing Director, Client Services

Rich Pineault

Managing Director, Systems

Giovana Pedraza

Managing Director, Compliance & Risk

Heather Thomas

Heather Conran

Senior Director, Client Services

Paul Keyes

Paul Keyes

Senior Director, Client Services

Chris Annen

Chris Annen

Director, Securities

Arlene Agnew

Arlene Agnew

Director, Client Services