Our Team

Get to
Know Us

Get to Know Us

We will walk beside you throughout your life to help you navigate all of the challenges and complexities you may face along the way. As your Assante advisor, together we will help you define and prioritize each of your goals and we build a comprehensive wealth plan that will help you achieve them. Discover who we are by meeting the Genea Team. 

Team Genea

With years of experience behind us, we’ve got a well-seasoned team ready at the helm for you.
Our team will work hard to empower you and your finances.

Doug Leard

CFP®, CPCA - Senior Wealth Advisor

Jason Ferguson

CFP®, BA, MA - Senior Wealth Advisor

Peter Neugebauer

PFP®, EPC® - Senior Wealth Advisor

Colin Herrick

BA, FMA, CFP®, RIS - Senior Wealth Advisor

Kerry Leard

B.Comm, CFP®, CFDS - Senior Wealth Advisor

Russel Jarvis

CFP®, CEA - Senior Wealth Advisor

Alex Hack

PFP - Financial Planner

Mona Pourabdollahian

MBA, CFP® - Associate Financial Advisor

Annie Wong

Associate Financial Advisor

Amelia Kayo

Client Service Associate

Thiago Tarcitano

Client Service Administrator

Alyssa Harper

Client Services Administrator

Simplify. Grow.
Prosper. Succeed.

Smart wealth strategies for a lifetime of financial confidence.

in our
community

The Genea team started out as a family business, and we try to continue that dynamic as we continue to evolve as a team. At Genea, we foster a supportive and nurturing environment, promoting genuine relationships. Whether in or out of the office, we believe that being close with one another is the key to working effectively as a team. 

Doug Leard

CFP®, CPCA – Senior Wealth Advisor

How many thirteen-year-old landowners do you know — especially ones who purchased that land with their own hard-earned paper route money? Well, now you have met someone who did just that.

Doug works with his clients over the long term, and they rely on him to guide them through the finer details of their overall financial picture. In particular, Doug helps his clients enter retirement gently. He understands that changes, even wonderful ones, can be tough to deal with if they happen abruptly.

Doug has a wealth of experience as a financial advisor and is very involved in the entire wealth management process. From relationship building to actual financial advice, Doug takes the time to listen to his client’s comments, wishes, and concerns in order to guide them towards achieving the lifestyle they desire.

Background

Certified Financial Planner®
Canadian Securities Course (CSC)
Certified Professional Consultant on Aging (CPCA)
Certified Executor Advisor (CEA)

Worth Noting

Outside of the office, Doug enjoys spending time with his friends and family, as well as vacationing at his property on Mayne Island. Doug has always led an active lifestyle, and he likes to maintain his health and fitness whether working out, going for walks, or going outdoors when he gets the chance.

Doug Leard

CFP®, CPCA – Senior Wealth Advisor

How many thirteen-year-old landowners do you know — especially ones who purchased that land with their own hard-earned paper route money? Well, now you have met someone who did just that.

Doug works with his clients over the long term, and they rely on him to guide them through the finer details of their overall financial picture. In particular, Doug helps his clients enter retirement gently. He understands that changes, even wonderful ones, can be tough to deal with if they happen abruptly.

Doug has a wealth of experience as a financial advisor and is very involved in the entire wealth management process. From relationship building to actual financial advice, Doug takes the time to listen to his client’s comments, wishes, and concerns in order to guide them towards achieving the lifestyle they desire.

Background

Certified Financial Planner (CFP)
Canadian Securities Course (CSC)
Certified Professional Consultant on Aging (CPCA)
Certified Executor Advisor (CEA)

Worth Noting

Outside of the office, Doug enjoys spending time with his friends and family, as well as vacationing at his property on Mayne Island. Doug has always led an active lifestyle, and he likes to maintain his health and fitness whether working out, going for walks, or going outdoors when he gets the chance.

Jason Ferguson

CFP®, BA, MA – Senior Wealth Advisor

After years working at large financial institutions, Jason was left disenchanted with the financial industry. He felt there had to be something better out there than simply pushing the product of the day. He wanted to help people by providing valuable advice, and from almost the moment he landed with the Genea team in 2006, he realized that he was in a place where he could practice comprehensive wealth management and put his clients first.

Jason has worked in the financial sector for over two decades. His passion for service and curiosity about his clients are at the heart of the experience he provides. He welcomes being involved in his clients’ lives to help them achieve positive results. Jason provides advice to working professionals, retirees, and their families, assisting them in all aspects of their finances and financial affairs. Focusing on the areas of wealth preservation, tax mitigation, charitable giving and wealth transfer, he provides investment consulting and advanced planning to his clients so that they can make smart decisions about their money.

Background

BA (History) with Distinction from University of Victoria
MA from University of Victoria
Certified Financial Planner®
Canadian Securities Course (CSC)
Life Insurance licensed in BC

Worth Noting

Jason is the father of two active, young children, which leaves him with little spare time. When he is not corralling his children, Jason enjoys being physically active, whether it be working out in the gym, running outdoors, or walking the trails throughout the Lower Mainland. He also enjoys reading non-fiction books on a variety of subjects, indulging his passion for History and current affairs. Jason often thinks about his past spent living and working overseas and dreams of traveling again, once his children are old enough to do so.

Jason Ferguson

CFP®, BA, MA – Senior Wealth Advisor

After years working at large financial institutions, Jason was left disenchanted with the financial industry. He felt there had to be something better out there than simply pushing the product of the day. He wanted to help people by providing valuable advice, and from almost the moment he landed with the Genea team in 2006, he realized that he was in a place where he could practice comprehensive wealth management and put his clients first.

Jason has worked in the financial sector for over two decades. His passion for service and curiosity about his clients are at the heart of the experience he provides. He welcomes being involved in his clients’ lives to help them achieve positive results. Jason provides advice to working professionals, retirees, and their families, assisting them in all aspects of their finances and financial affairs. Focusing on the areas of wealth preservation, tax mitigation, charitable giving and wealth transfer, he provides investment consulting and advanced planning to his clients so that they can make smart decisions about their money.

Background

BA (History) with Distinction from University of Victoria
MA from University of Victoria
Certified Financial Planner (CFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC

Worth Noting

Jason is the father of two active, young children, which leaves him with little spare time. When he is not corralling his children, Jason enjoys being physically active, whether it be working out in the gym, running outdoors, or walking the trails throughout the Lower Mainland. He also enjoys reading non-fiction books on a variety of subjects, indulging his passion for History and current affairs. Jason often thinks about his past spent living and working overseas and dreams of traveling again, once his children are old enough to do so. 

Peter Neugebauer

PFP®, EPC® – Senior Wealth Advisor

Throughout our lives, we face significant moments of change, and essential money choices often arise when emotions run high. As a Senior Wealth Advisor with over 25 years of experience, Peter has guided hundreds of clients through significant financial changes. Peter’s family and friends often tell him they don’t hesitate to reach out when they need a nonjudgmental voice of reason during challenging financial circumstances. They feel Peter provides a calming sounding board for a clear perspective when emotions run high.

Peter’s approach reflects his parents’ influence. His father came to Canada in the early 1960s as a young immigrant with little money but strong determination, teaching him about thoughtful financial decisions and building a fulfilling life without starting from wealth. His mother, a neonatal and elder care nurse, instilled a compassionate, nurturing personality in him.
Peter brings a unique combination of financial thoughtfulness and genuine compassion when helping clients navigate their financial futures, especially during life’s most meaningful transitions.

Peter specializes in helping the “Sandwich Generation” – those juggling parent care, children, and careers while trying to secure their financial future. Peter’s tailored strategies help these families navigate complex responsibilities across generations.

Background

Personal Financial Planning Designation (PFP)
Elder Planning Counserlor (EPC)
Graduate Certificate in Finance and Financial Management Services from Seneca College, Toronto, ON

Licensed Mutual Fund Dealer’s Association (MFDA) and the Insurance Council of British Columbia to offer mutual funds, life insurance, exchange-traded funds (ETFs) and Liquid Alternative Investments.

Worth Noting

Outside the office, Peter enjoys hiking, golfing, and camping. After many years of saving and budgeting, Peter and his wife were finally able to buy a single-family home with a backyard, which seemed like an unattainable goal before. You’ll often find Peter in their garden—a passion that, like financial planning, requires patience, care, and a long-term perspective.

Peter Neugebauer

PFP®, EPC® – Senior Wealth Advisor

Throughout our lives, we face significant moments of change, and essential money choices often arise when emotions run high. As a Senior Wealth Advisor with over 25 years of experience, Peter has guided hundreds of clients through significant financial changes. Peter’s family and friends often tell him they don’t hesitate to reach out when they need a nonjudgmental voice of reason during challenging financial circumstances. They feel Peter provides a calming sounding board for a clear perspective when emotions run high.

Peter’s approach reflects his parents’ influence. His father came to Canada in the early 1960s as a young immigrant with little money but strong determination, teaching him about thoughtful financial decisions and building a fulfilling life without starting from wealth. His mother, a neonatal and elder care nurse, instilled a compassionate, nurturing personality in him.
Peter brings a unique combination of financial thoughtfulness and genuine compassion when helping clients navigate their financial futures, especially during life’s most meaningful transitions.

Peter specializes in helping the “Sandwich Generation” – those juggling parent care, children, and careers while trying to secure their financial future. Peter’s tailored strategies help these families navigate complex responsibilities across generations.

Background

Personal Financial Planning Designation (PFP)

Elder Planning Counserlor (EPC)

Licensed Mutual Fund Dealer’s Association (MFDA) and the Insurance Council of British Columbia to offer mutual funds, life insurance, exchange-traded funds (ETFs) and Liquid Alternative Investments.

Graduate Certificate in Finance and Financial Management Services from Seneca College, Toronto, ON

Worth Noting

Outside the office, Peter enjoys hiking, golfing, and camping. After many years of saving and budgeting, Peter and his wife were finally able to buy a single-family home with a backyard, which seemed like an unattainable goal before. You’ll often find Peter in their garden—a passion that, like financial planning, requires patience, care, and a long-term perspective.

Colin Herrick

BA, FMA, CFP®, RIS – Senior Wealth Advisor

Since 2006, Colin has been committed to helping clients achieve their goals and plan for their future. Prior to working as a Wealth Advisor at CI Assante, Colin was a Trust Officer at a major trust company in Vancouver and before that worked for a large Canadian mutual fund company. Growing up in the Lower Mainland, he obtained his BA from the University of British Columbia and also holds the FMA and CFP® designations. Colin has taken an interest in Socially Responsible and Sustainable investing and holds the Responsible Investment Specialist designation through the Responsible Investment Association (RIA).

Colin uses this knowledge and experience to make sure that no part of his clients’ financial plan is missed, and this comprehensive attention to detail leads to successful results. Early on in his career, he realized that the key to truly making a difference and successfully guiding clients throughout their financial lives is by listening and making sure the client is heard, and their specific goals are the end objective of everything we do. And it is making a difference and seeing clients achieve their goals that he finds so rewarding about what he does. Really, it’s all about the plan when it comes to taking care of clients and Colin and his team use a robust and personalized process to learn all aspects and goals of a client’s situation in order to determine the investment strategy that makes the most sense for them. The team specializes in helping clients through the various transitions in life such as retirement, business sale, inheritance, downsizing a home and wealth accumulation to name a few. We look to build long-term relationships to ensure we are there to help guide clients though all of these transitions.

Background

Certified Financial Planner®
Canadian Securities Course (CSC)
Life Insurance licensed in BC (LLQP)
Responsible Investment Specialist

Worth Noting

When not taking care of his clients, Colin can be found spending time with his wife and two young daughters in North Vancouver where they reside as well as playing adult league hockey and golf (when time permits!).

Colin Herrick

BA, FMA, CFP®, RIS – Senior Wealth Advisor

Since 2006, Colin has been committed to helping clients achieve their goals and plan for their future. Prior to working as a Wealth Advisor at Assante, Colin was a Trust Officer at a major trust company in Vancouver and before that worked for a large Canadian mutual fund company. Growing up in the Lower Mainland, he obtained his BA from the University of British Columbia and also holds the FMA and CFP designations. Colin has taken an interest in Socially Responsible and Sustainable investing and holds the Responsible Investment Specialist designation through the Responsible Investment Association (RIA).

Colin uses this knowledge and experience to make sure that no part of his clients’ financial plan is missed, and this comprehensive attention to detail leads to successful results. Early on in his career, he realized that the key to truly making a difference and successfully guiding clients throughout their financial lives is by listening and making sure the client is heard, and their specific goals are the end objective of everything we do. And it is making a difference and seeing clients achieve their goals that he finds so rewarding about what he does. Really, it’s all about the plan when it comes to taking care of clients and Colin and his team use a robust and personalized process to learn all aspects and goals of a client’s situation in order to determine the investment strategy that makes the most sense for them. The team specializes in helping clients through the various transitions in life such as retirement, business sale, inheritance, downsizing a home and wealth accumulation to name a few. We look to build long-term relationships to ensure we are there to help guide clients though all of these transitions.

Background

Certified Financial Planner CFP®
Canadian Securities Course (CSC)
Life Insurance licensed in BC (LLQP)
Responsible Investment Specialist

Worth Noting

When not taking care of his clients, Colin can be found spending time with his wife and two young daughters in North Vancouver where they reside as well as playing adult league hockey and golf (when time permits!).

Kerry Leard

B.Comm, CFP®, CFDS – Senior Wealth Advisor

Having grown up immersed in the financial services world, Kerry has developed a deep passion for ensuring the financial security of her clients and their families. Drawing from the wealth of experience gained by working closely with her father, she understands the importance of family, relationships, and the challenges many face. She provides her clients with tailored financial roadmaps to achieve their personal and professional goals. This approach has led to her early success in building and sustaining long-lasting relationships founded on trust, understanding, and support.

Kerry specializes in guiding clients through significant life transitions, such as the emotional journey of losing a parent or a spouse, a divorce, selling a business, or planning for a secure retirement. She also enjoys assisting clients with philanthropic giving. Through her empathetic approach, Kerry helps clients achieve their financial goals and navigate life’s transitions with confidence.

Background

Certified Financial Planner®
B.Com from the University of Victoria with a semester abroad at Singapore Management University
Certificate in advanced mutual funds advice

Canadian Securities Course (CSC)
Life Insurance licensed in BC
Chartered Financial Divorce Specialist (CFDS)

Worth Noting

Born and raised in Vancouver, Kerry loves spending time outdoors golfing, camping, and hiking with her family. She firmly believes in work-life balance and understands the importance of enjoying life while securing a stable financial future.

Kerry is passionate about supporting women and children affected by domestic violence and actively supports Battered Women’s Support Services and local women’s shelters. She is also the founder of Project Rise, a charitable initiative that brings together volunteers to create and distribute care packages for women and children fleeing domestic violence.

Kerry Leard

B.Comm, QAFP™, CFDS – Senior Wealth Advisor 

Having grown up immersed in the financial services world, Kerry has developed a deep passion for ensuring the financial security of her clients and their families. Drawing from the wealth of experience gained by working closely with her father, she understands the importance of family, relationships, and the challenges many face. She provides her clients with tailored financial roadmaps to achieve their personal and professional goals. This approach has led to her early success in building and sustaining long-lasting relationships founded on trust, understanding, and support.

Kerry specializes in guiding clients through significant life transitions, such as the emotional journey of losing a parent or a spouse, a divorce, selling a business, or planning for a secure retirement. She also enjoys assisting clients with philanthropic giving. Through her empathetic approach, Kerry helps clients achieve their financial goals and navigate life’s transitions with confidence.

Background

B.Com from the University of Victoria with a semester abroad at Singapore Management University
Certificate in advanced mutual funds advice
Qualified Associate Financial Planner (QAFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Chartered Financial Divorce Specialist (CFDS)

Worth Noting

Born and raised in Vancouver, Kerry loves spending time outdoors golfing, camping, and hiking with her family. She firmly believes in work-life balance and understands the importance of enjoying life while securing a stable financial future.

Kerry is passionate about supporting women who have experienced domestic violence and actively supports the Battered Women’s Support Services and local women’s shelters.

Russel Jarvis

B. Mgmt, CFP®, CEA – Senior Wealth Advisor

With over a decade in the financial industry, Russel has built his career on helping families across generations build, preserve, and transfer their wealth with confidence. With a background in investment management, lending, and a strong focus on tax and estate planning, Russel serve his clients by simplifying complex financial decisions, ensuring their legacy is protected and their financial future is secure. 

Russel’s family is at the heart of everything he does, both personally and professionally. Being half Filipino, Russel was raised with a deep appreciation for strong family connections, shared traditions, and, of course, great food. Just as a well-prepared meal brings people together, he believes that thoughtful financial planning helps families create lasting security and opportunities for future generations.

Background

Certified Financial Planner®
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Certified Executor Advisor (CEA)

Worth Noting

Outside of work, Russel enjoys cycling and traveling—especially to warm destinations with beautiful beaches. He also loves exploring different cuisines, as food is a big part of his identity and a way to connect with others.

Let’s work together to simplify your financial life and help you create lasting security for your family’s future.

Russel Jarvis

B. Mgmt, CFP®, CEA – Senior Wealth Advisor

With over a decade in the financial industry, Russel has built his career on helping families across generations build, preserve, and transfer their wealth with confidence. With a background in investment management, lending, and a strong focus on tax and estate planning, Russel serve his clients by simplifying complex financial decisions, ensuring their legacy is protected and their financial future is secure.

Russel’s family is at the heart of everything he does, both personally and professionally. Being half Filipino, Russel was raised with a deep appreciation for strong family connections, shared traditions, and, of course, great food. Just as a well-prepared meal brings people together, he believes that thoughtful financial planning helps families create lasting security and opportunities for future generations.

Background

Certified Financial Planner (CFP)
Canadian Securities Course (CSC)
Life Insurance licensed in BC
Certified Executor Advisor (CEA)

Worth Noting

Outside of work, Russel enjoys cycling and traveling, especially to warm destinations with beautiful beaches. He also loves exploring different cuisines, as food is a big part of his identity and a way to connect with others.

Let’s work together to simplify your financial life and help you create lasting security for your family’s future.

Alex Hack

B. Mgmt, PFP® – Financial Planner

Alex, a native of the Okanagan region, began his career in the financial industry in 2015. With a solid background in consulting and advisory roles at major banking institutions, he brings a wealth of experience to his current position. In June 2024, Alex joined Assante, driven by his commitment to fostering close client relationships and providing comprehensive financial guidance. He is enthusiastic about collaborating with all teams at Assante Vancouver Centre and developing personal connections with clients. Alex’s areas of expertise encompass retirement planning, investment advisory, cash flow management, tax planning, and estate guidance.

Background

 Personal Financial Planner (PFP®)
Canadian Investment Funds Course (IFIC) – Mutual funds license
Bachelor’s Degree in Business Management (University of British Columbia – Okanagan)

Worth Noting

Alex enjoys exploring the great outdoors through hiking and immersing himself in nature, and spending quality time with his family

Alex Hack

B. Mgmt, PFP® – Financial Planner

Alex, a native of the Okanagan region, began his career in the financial industry in 2015. With a solid background in consulting and advisory roles at major banking institutions, he brings a wealth of experience to his current position. In June 2024, Alex joined Assante, driven by his commitment to fostering close client relationships and providing comprehensive financial guidance. He is enthusiastic about collaborating with all teams at Assante Vancouver Centre and developing personal connections with clients. Alex’s areas of expertise encompass retirement planning, investment advisory, cash flow management, tax planning, and estate guidance.

Background

Personal Financial Planner (PFP®)
Canadian Investment Funds Course (IFIC) – Mutual funds license
Bachelor’s Degree in Business Management (University of British Columbia – Okanagan)

Worth Noting

Alex enjoys exploring the great outdoors through hiking and immersing himself in nature, and spending quality time with his family.

Mona Pourabdollahian

CFP®, MBA – Associate Financial Advisor

Mona has been a Financial Advisor since 2018, working closely with high-net-worth individuals, families, and entrepreneurs to help them protect, grow, and effectively deploy their wealth. She is known for building long-term, serving as a trusted advisor to her clients and delivering a highly personalized client experience rooted in clarity, discipline, and purpose.

She specializes in delivering comprehensive wealth management strategies tailored to each client’s unique circumstances, values, and goals. Mona provides comprehensive guidance across investment planning, wealth planning, retirement and business planning, estate and insurance strategies, tax considerations, and philanthropic goals—ensuring each decision supports both immediate priorities and long-term objectives.

Mona is a Certified Financial Planner® and Mutual Funds licensed. Mona has a bachelor’s in accounting with a minor in Audit, as well as a Master’s in Business Administration (MBA).

Background

Certified Financial Planner®
Master’s in business administration (MBA)
Investment Funds in Canada (IFC) – Canadian Securities Institute

Worth Noting

In her spare time, Mona enjoys spending time playing tennis, squash, golf, to name a few, and spending time with her two cats, Chocolate and Cookie.

Mona Pourabdollahian

MBA – Associate Financial Advisor

Mona has been a Financial Advisor since 2018, serving high net worth clients looking to protect – and grow – their hard-earned wealth. Her focus is on relationship building, and providing a richer, truly differentiated client experience tailored to individual needs.

Prior to working as an Associate Financial Advisor at Assante, Mona was working for a major Canadian bank where she advised clients on various financial matters.
Mona takes a disciplined approach to Wealth Management in order to help her clients achieve their goals for retirement planning, wealth planning, debt management and tax planning to name a few– a blueprint that she follows, monitors and uses as her touchstone to ensure consistency.

Leveraging the insight and resources of our team, Mona is able to offer a holistic approach – encompassing all aspects of wealth management: investment planning, wealth building, retirement planning, business planning, the impact of life changes, estate & insurance services, tax planning, and philanthropic giving. Mona has a bachelor’s in accounting with a minor in Audit, as well as a Master’s in Business Administration (MBA). Mona is Mutual Funds licensed and is currently working towards completing her designation as Certified Financial Planner (CFP).

Background

Master’s in business administration (MBA)
Investment Funds in Canada (IFC) – Canadian Securities Institute

Worth Noting

In her spare time, Mona enjoys spending time playing tennis, squash, golf, to name a few, and spending time with her two cats, Chocolate and Cookie.

Annie Wong

Associate Financial Advisor

Since 2019, Annie has worked at Assante in various administrative roles and joined Genea in 2021. As the team’s Client Service Associate, Annie is here to handle all the behind-the-scenes details that keep everything running smoothly. Whether it’s streamlining processes, anticipating needs, or jumping in when the unexpected happens, Annie has it covered. With a sharp eye for detail and a proactive mindset, she does her best to create a seamless, stress-free experience that helps both our team, and our clients thrive.

Background

Bachelor of Arts in Economics from Simon Fraser University
Mutual funds licensed

Worth Noting

Annie is dedicated to both active and artistic pursuits, her hobbies include a wide range of activities. She is an avid gym goer and enjoys weightlifting several days a week. Outside of the gym, her passions are more artistic and include nail art and painting. Annie also enjoys taking care of plants as it brings a sense of peace and liveliness to the space she works in. Each of these hobbies reflects her dedication to growth, creativity, and balance.

Annie Wong

Associate Financial Advisor

Since 2019, Annie has worked at Assante in various administrative roles and joined Genea in 2021. As the team’s Client Service Associate, Annie is here to handle all the behind-the-scenes details that keep everything running smoothly. Whether it’s streamlining processes, anticipating needs, or jumping in when the unexpected happens, Annie has it covered. With a sharp eye for detail and a proactive mindset, she does her best to create a seamless, stress-free experience that helps both our team, and our clients thrive.

Background

Bachelor of Arts in Economics from Simon Fraser University
Mutual funds licensed

Worth Noting

Annie is dedicated to both active and artistic pursuits, her hobbies include a wide range of activities. She is an avid gym goer and enjoys weightlifting several days a week. Outside of the gym, her passions are more artistic and include nail art and painting. Annie also enjoys taking care of plants as it brings a sense of peace and liveliness to the space she works in. Each of these hobbies reflects her dedication to growth, creativity, and balance.

Amelia Kayo

BA – Client Service Associate

Amelia has been working in financial services since 1999 and has been a part of the team for over a decade. Her focus is providing superior client service as well as transaction processing and follow-up. Amelia has a BA from Simon Fraser University and is Mutual Funds licensed in BC.

Background

Mutual Funds licensed in BC

Worth Noting

She enjoys running and spending quality family time with her husband and son.

Amelia Kayo

BA – Client Service Associate

Amelia has been working in financial services since 1999 and has been a part of the team for over a decade. Her focus is providing superior client service as well as transaction processing and follow-up. Amelia has a BA from Simon Fraser University and is Mutual Funds licensed in BC.

Background

Mutual Funds licensed in BC

Worth Noting

She enjoys running and spending quality family time with her husband and son.

Thiago Tarcitano

Client Service Administrator

Thiago is originally from Brazil and moved to Vancouver in 2015, and he has always been passionate about finance, financial institutions, and stock markets. Thiago uses his knowledge from working in the banking industry in both Brazil and Canada to improve processes, provide administrative support, and manage the responsibilities associated with team projects. Thiago excels at providing assistance wherever he can and has a diverse set of skills that allows him to contribute anywhere necessary.

Background

Bachelor of Economics – IBMEC, Rio de Janeiro

Worth Noting

Thiago has a love for photography and has a knack for taking breathtaking photos. As a result of this hobby, he has worked as a photographer at various events, graduations, couple’s photoshoots and weddings. He also enjoys going for walks and spending time with his dog Summer (who is adorable and full of personality and energy).

Thiago Tarcitano

Client Service Administrator

Thiago is originally from Brazil and moved to Vancouver in 2015, and he has always been passionate about finance, financial institutions, and stock markets. Thiago uses his knowledge from working in the banking industry in both Brazil and Canada to improve processes, provide administrative support, and manage the responsibilities associated with team projects. Thiago excels at providing assistance wherever he can and has a diverse set of skills that allows him to contribute anywhere necessary.

Background

Bachelor of Economics – IBMEC, Rio de Janeiro

Worth Noting

Thiago has a love for photography and has a knack for taking breathtaking photos. As a result of this hobby, he has worked as a photographer at various events, graduations, couple’s photoshoots and weddings. He also enjoys going for walks and spending time with his dog Summer (who is adorable and full of personality and energy).

Alyssa Harper

Client Services Administrator

Beyond her work, she takes delight in the little things in life. Alyssa loves spending time with her family in the kitchen, creating a vibrant atmosphere filled with flavour and music. As a passionate traveller, she enjoys discovering new places and cultures, constantly in search of adventure and inspiration. Alyssa is a devoted supporter of Chelsea FC, cheering on her favourite football team passionately, even from afar.

Worth Noting

Outside of the office, she finds joy in the simple pleasures of life. Alyssa enjoys cooking in the kitchen with family and singing in the kitchen, creating a vibrant atmosphere filled with flavor and music. An avid traveler, exploring new places and cultures, always seeking adventure and inspiration from her journeys. Additionally, Alyssa is a devoted supporter of Chelsea FC, cheering on her favorite football team passionately, even from afar.

Alyssa Harper

Client Services Administrator

Beyond her work, she takes delight in the little things in life. Alyssa loves spending time with her family in the kitchen, creating a vibrant atmosphere filled with flavour and music. As a passionate traveller, she enjoys discovering new places and cultures, constantly in search of adventure and inspiration. Alyssa is a devoted supporter of Chelsea FC, cheering on her favourite football team passionately, even from afar.

Worth Noting

Outside of the office, she finds joy in the simple pleasures of life. Alyssa enjoys cooking in the kitchen with family and singing in the kitchen, creating a vibrant atmosphere filled with flavor and music. An avid traveler, exploring new places and cultures, always seeking adventure and inspiration from her journeys. Additionally, Alyssa is a devoted supporter of Chelsea FC, cheering on her favorite football team passionately, even from afar.