Our Team

Diversification of assets is a key principle of successful investing.
Assets are carefully chosen to work well together in all conditions.
Our team is constructed in much the same way.

A diversity of backgrounds and skill-sets provides stability, reliability, and most importantly, the knowledge and insight needed to successfully manage and service our clients’ goals.  Each member of our team is dedicated to the full ownership of his or her own responsibilities. Our work ethic is a synergy of accessibility, transparency, integrity, respect and professionalism – in all client interactions, and with each other.  As committed as we are to the health, wealth, and happiness of our clients, this commitment extends to our assets – every member of our team.


Nader Hamid

“The Innovator”

Guided by a client centric vision, Nader is continuously educating himself and leading his team by example. He continuously strives to stay steps ahead of industry trends.

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Jean Hénault

“The Perfectionist”

Jean is focused on employing the highest standards of ethics in line with the client’s best interests. He excels at analyzing complex situations, identifying problems, and communicating solutions.

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Pascal Ricard

“The Implementor”

Methodical and reliable, Pascal ensures goals are met and projects executed.  His motto and inspiration: “I do not measure success by how high I climb, but by how many people I bring with me.”

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Vanita Batra

“The Backbone”
Managing administration and critical operations.

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Olivier Jean

“The Investigator”
Investment research and client portfolio analysis

 

Chelsea Parasuco

“The Liaison”
Coordinating information flow between team members.

 

Tessa Wong

“The Documenter”
Managing client documentation and client requests.

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Lily Yan

“The Tracker”
Supporting client documentation and client requests.

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