Province Licensed In: British Columbia
Matthew Horan
We believe in taking a comprehensive approach to understanding a client’s financial situation because it’s more than just a process, it’s your financial well being. Acting as your personal financial quarterback, we are here to listen, to explain, to provide a sense of comfort, and to help you realize your financial goals.
As part of this approach, we incorporate responsible investing by recognizing that ESG considerations are unique to each client. Through a proprietary screening tool that analyzes over 1000 value fields, we create customized portfolios that align with both your financial goals and your personal values.
Portfolios are managed individually rather than through third party funds, allowing us to maintain full transparency and flexibility in how your investments are structured. Each member of The Horan Team takes pride in delivering on our promise through honesty, integrity, trust, and care.
Drew Sutherland
Since its founding in Montreal in 1968, Pembroke Management has focused on investing in high-quality growth companies in Canada and the US. With offices in Montreal and Toronto, Pembroke Management serves institutional and high net worth clients in North America and Europe.
Pembroke Private Wealth Management, a wholly owned subsidiary of Pembroke Management founded in 1988, offers a range of investment solutions to family offices and high net worth clients across Canada and is registered with the Canadian Investment Regulatory Organization (CIRO).
The Pembroke group of companies is proudly independent and has combined innovation, insight and growth to help build client wealth since 1968.
Daniel Cheng
Recognized as one of Western Canada’s leading wealth management teams, Becker and Cheng Wealth Group proudly offers a diverse group of clients comprehensive wealth services combined with complete long-term planning. Our team provides an unparalleled level of client service, bolstered by decades of experience and top industry designations. We are dedicated to creating sustainable wealth for people and their families through diligent financial management and investing.
Marlon Shi
Ryan Neilsen
Ryan Edgington
At Edgington Wealth, we take a forward-thinking approach to managing your wealth. To that end, we focus on building your wealth with comprehensive strategies, protecting your legacy with conscience-led investing, and helping you enjoy your future for many years to come.
Karen Routledge
Our team provides outstanding wealth management strategies to a select group of successful families, and women, who are experiencing significant life changing events. We help our clients achieve financial security and comfort, giving you the confidence that you are on track to live the life that you want.
Derick Duchesne
Dérick Duchesne has been a Wealth Advisor and Portfolio Manager at National Bank Financial since October 2016. He holds a Bachelor in Business Administration – Finance from the Université du Québec en Outaouais and earned his Chartered Investment Manager (CIM®) designation in 2019. In 2022, he became a Responsible Investment Specialist (RIS) and an active member of the Responsible Investment Association. In 2023, he was recognized as a Fellow of the Canadian Securities Institute (FCSI®).
Dérick is known for his meticulous attention to detail and unwavering dedication to his clients’ financial well-being, which has helped him build long-term, trust-based relationships. He is always available to answer questions and share his extensive knowledge.
Outside of work, Dérick enjoys cycling and spending time outdoors with his spouse and three young children.