About us!
Le Minh Mac
Wealth Advisor
As a Wealth Advisor, I am passionate about your success. Everything I and the investment team do is geared towards helping you achieve your life goals. Our team knows that every client has a unique set of preferences, financial personality, values, and interests. I understand that managing your investment requires a balance between securing a strong foundation that can withstand market volatility and finding opportunities to capture future growth. My primary responsibilities involve overseeing your investment performance, auditing investment options, and bringing together global market insights to optimize your portfolio growth. As a keen observer of how economies have been evolving around us, I believe that the traditional way to design your portfolio no longer works and the previous generation of investment advisors are often out of date. Emerging investment trends, variances in economic growth around the world, different government policies require a new investment design. Our global strategic allocation portfolio is designed for investors who seek both protecting and growing wealth over time. We use the best in class actively managed private pools combined with low-cost index ETFs to enhance performance and lower your investment costs. The team and I also design other strategies depending on your investment goals and preferences: Strategic Corporate Asset Allocation Bomb Shelter Investment through Life Insurance Sustainable Investing Yield Focused Tax-Deferred Income Distributions When I’m not busy managing your portfolios, you can find me working on my topspin forehand at a tennis court or running up the Grouse Grind. I love helping out at the Salvation Army kitchen and delivering surplus food from grocery stores to food-insecure communities on the weekend with Refood. I am also an active member of the Vancouver Young Professional Rotaract Club and the Global Leaders Toastmaster Club.
Janine Bartoli
Director of Client Services
As the Director of Client Services- my role is ensuring professional client communication, efficient processes in managing client requests, transactions, and enhancing the client/advisor experience. I am a veteran operations manager and client service professional in the financial industry. I started my career as a marketing associate in 2008 with Investors Group and later moved to a marketing and client service role with Freedom 55’s largest producing financial centre - Vancouver Georgia. At this centre, I was the client service marketing associate for Freedom 55’s top producing financial planners and investment advisors. After leaving Freedom 55 I continued to broaden my skill set and add to my knowledge base through working in an operations management and client service role with MD Financial and ICBC's investment department, later leaving to start my own administration and operations consulting company, Prontos Consulting. My key strengths are my extensive knowledge and experience in investment administration and client services, thorough understanding of investment compliance, investment transactions and processes, and long-standing relationships with brokerages and investment companies. As well, I am an incredibly organized, motivated, problem solver, ensuring client requests and actions are managed in a professional, personable, and efficient manner. My downtime is filled with family, nature, and dogs. I volunteer for a rescue organization called Taco Dog- we rescue and rehabilitate dogs from the streets of Mexico and find them loving homes in Canada. When I am not working or helping with Taco Dog, you can find me walking my pups (both rescues of course) along Kits beach or escaping the city to be camping somewhere in our beautiful west coast forests with my dogs, my husband Adam, and my daughter Jaila- my mini-me!