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Our Team



A financial services firm is only as good as its team and we are very proud of the professional advisors that can be at your service. Our team of financial advisors can offer you expert financial guidance and are committed to helping our clients reach their financial goals. The wealth of experience each member brings immediately differentiates us from all other firms.


Our team is made up of industry and industry related professionals with over 120 years worth of combined Wealth Management experience.


We have experience in a variety of industries including law, private banking, insurance, military, trust and will specialists amongst others. The one thing that we all have in common is the fact that we are truly passionate about financial management and dedicated to customer care and quality service.


Our expertise is strengthened by an experienced management team and a top class back office support team with award winning technology.


To find out more about our Executive and Management team please feel free to view their profiles below.

The Executive Team

Nick Smith

Nick Smith

Managing Partner

Greg Smith

Greg Smith

Managing Partner

Kim Smith

Kim Smith

Managing Partner

John Lawrence H

John Lawrence H.

Head of Insurance

Naven Nand

Naven Nand

Head of Business Development

Kimm Schumacher

KD Schumacher

Head of American Solutions

Lina Kan

Lina Kan

Regional Office Manager

Duncan Swanson

Duncan Swanson

Graduate Program Liaison