
Our human connections make all the difference.
Who We Work With
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Francyne D. Joe - Engagement & Training
As a member of the Nlaka’pamux First Nation, Francyne was raised surrounded by Interior Salish culture and traditions and a strong sense of community. Growing up on-reserve with her ranching grandparents and her mother, she acknowledges that issues of residential school, substance abuse and economic barriers were a part of her childhood but her family, the community, and the land make for better memories.
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Mark Williams - Institutional Investing
First Nations deserve the finest investment management available. We do not subscribe to the common practice of First Nations hiring one or two Canadian firms to manage all classes of investment. Instead, in addition to the leading Canadian firms, we have travelled to Europe and the United States to make available the highest quality investment management teams. Simply expressed, we are only interested in working with investment firms in areas that they excel at, not what they are average (or below average) at.
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Chris Saunders - Pensions & Group Benefits
CBPP – Group Retirement Plan Consultants and Agents:
We help plan sponsors bring value and relevance to their employees; meet their corporate objectives; and address their legislative and governance requirements. As a boutique retirement plan consulting group we address gaps in the pension plan servicing field. Specifically, we analyze, modernize, re-orient and provide clarity of costs and attributes for existing plan Sponsors.
