Meet Your Team

Our team delivers exceptional service to our clients while striving for superior long-term returns. We design investment strategies based on your capital and income needs while continually monitoring and evaluating portfolio risk levels and performance.

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Annika Becker, MA, CIM

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Senior Investment Advisor

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Paul de Sousa

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Senior Investment Advisor

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Warren Gerow

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Senior Investment Consultant to Sightline Wealth Management

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Katherine Gordon, BA, FMA, CIM

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Senior Investment Advisor

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Tiffany Ho

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Associate Investment Advisor

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Vina Huynh, CIM

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Head of Compliance

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Martina Longauer, MA, CIM

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Senior Investment Advisor

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Winnie Mak

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Senior Compliance/Operations Officer

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Tanios Sadaka, CFA, MBA

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Investment Associate/Business Analyst

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Firm Leadership

JAMES FOX

Chief Executive Officer

Iryna McCoubrey

Chief Financial Officer

Kirstin McTaggart

Chief Operating Officer, Chief Compliance Officer