Stephen cherishes the long-term client relationships he’s cultivated through years of open communication and attentive service. He appreciates the fact that his clients want to be involved in day-to-day investment decisions and the conversation that develops as a result.Through such engagement, Stephen enjoys growing both his clients’ investments and their relationships. Many client families now have three generations working with Stephen, who is always happy to help guide younger family members through the many different aspects of wealth management.

Stephen has a wide range of interests and a huge appetite for learning. As a member of the Victoria Rhododendron Society, he works tirelessly to keep his rhodo garden in beautiful condition. His grandparents owned an antique shop in Victoria and introduced him to collecting when he was a young child, and he continues to collect antiques and art today. As well, travel and visiting museums and galleries is high on his list of favourite things to do. These are some of the reasons he enjoys time spent with clients – not only discussing investments, but sharing common interests and discovering new ones!

With more than 14 years of investment industry experience, I’ve worked closely with many financial and investment advisors and learned two important things: Hard work with commitment is paramount to success, and there are no shortcuts in life or investing.

That’s why my goal is to put in that hard work for each one of my clients – freeing up your time so you can focus on what matters most to you.

Too many professionals implement outdated strategies that don’t consider the world we live in today. I take a forward-thinking approach to investing, focusing on what makes sense for your finances now – and in the future.

When I hear my clients say that they feel organized, confident and educated about their financial plan, that’s when I know we are on track.

In Nathan’s free time he can be found enjoying Vancouver Island's beautiful beaches or urban exploring with his wife Nancy and their dog Uber. He also thoroughly enjoys a project, whether it's gardening or working on the family home.

Louise joined the investment industry in 1997 to cover a one-year maternity leave and never looked back, finding a passion for the industry by assisting both advisors and clients. She was both a branch administrator as well as an assistant to the investment advisors.

Louise’s focus within the team is to ensure a high level of client service through the required account documentation and responding to client requests in a timely manner.

Louise lives in Sidney, B.C. with her husband Robert, son Robbie and dog d’Artagnan, named after the Captain of the Three Musketeers. Her husband is training the dog for search and rescue and has spent many years as a volunteer Sidney fireman. Louise also does volunteer work in the community. As a family, they enjoy the outdoors primarily camping, skiing, and boating. Louise’s other hobbies include decorating cakes, making fancy chocolates, sewing, and knitting.