Leadership

The people behind the advice.

Maryana is deliberately small. You will know who is responsible for your file, and you will speak with them directly.

Alexandre Marchand

Managing Partner

Alexandre leads the firm's research agenda and chairs the investment committee. He began his career on a Toronto precious-metals desk and has spent his professional life studying how gold behaves across interest-rate and currency regimes.

Areas of expertise: Precious metals strategyOptions structuringPortfolio construction
Experience: Two decades in Canadian capital markets, including institutional metals trading and private client advisory.
Education: Honours BComm, Finance
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Claire Beaumont

Partner, Client Strategy

Claire is responsible for the client experience end to end — from the first consultation through annual review. She is known for translating complex structures into decisions clients can make with confidence.

Areas of expertise: Wealth planningRisk and suitabilityInvestor education
Experience: Fifteen years advising private clients and family offices across Ontario and British Columbia.
Education: MBA; BA, Economics
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Devon Okafor

Director of Research

Devon runs independent research on gold markets, mining equities, and macro conditions affecting metals. Every strategy note the firm publishes passes through his desk.

Areas of expertise: Gold market analysisMining equitiesMacro research
Experience: Twelve years in equity research, with a focus on precious metals and resource issuers.
Education: MSc, Financial Economics
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Amy Wong

Senior Financial Analyst

Amy supports the investment committee with quantitative analysis, gold-options modelling, and portfolio reporting. She turns market data into clear inputs the advisory team can act on.

Areas of expertise: Quantitative analysisGold-options modellingPortfolio reporting
Experience: Eight years in financial analysis and investment research, with a focus on precious metals and derivatives.
Education: MFin; BSc, Mathematics
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Jack Gordan

Senior Financial Analyst

Jack leads the firm's quantitative research and gold-options analytics. He builds the models that translate market volatility and interest-rate dynamics into actionable strategy inputs for client portfolios.

Areas of expertise: Quantitative researchGold-options analyticsRisk modelling
Experience: Ten years in quantitative finance and investment research, with a specialization in derivatives and precious metals markets.
Education: MSc, Financial Engineering; BMath
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Priya Raman

Head of Compliance & Operations

Priya oversees the firm's compliance framework, record-keeping, AML/KYC procedures, and complaint handling. She ensures the standards we describe publicly are the standards we operate under daily.

Areas of expertise: Regulatory complianceAML/KYCOperational controls
Experience: Fourteen years in compliance and operations roles at Canadian investment firms.
Education: LLB; BA, Political Science
Professional credentials: · Professional qualifications and registration details are confirmed in writing during onboarding

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Biographies are provided for information only. Credential and registration details are confirmed in writing during onboarding.

Speak with a member of our leadership team.

Tell us what you are working towards and we will match you with the right adviser.

Consultations are confidential and without obligation.

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