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WEALTH ADVISORS

Our Wealth Advisors introduce affluent Canadians and their families, as well as foundations and other not-for-profit organizations, to CC&L Private Capital’s discretionary wealth management services. All are dedicated to developing strong trust-based, working relationships and providing the highest level of personalized service.

All

Doug Bell

Wealth Advisor
Vancouver

Chris Bellefeuille

Wealth Advisor
Toronto

Shane Biehn

Wealth Advisor
Saskatoon

Tony Bright

Wealth Advisor
Edmonton

James Capling

Wealth Advisor
Toronto

Carlo De Rose

Wealth Advisor
Montreal

Catherine Dorazio

Wealth Advisor
Vancouver

Michael Downs

Wealth Advisor
Toronto

Benjamin Findlay

Wealth Advisor
Regina

Michael Flux

Wealth Advisor
Toronto

Carmen Giblett

Wealth Advisor
Regina

Steve Gibson

Wealth Advisor
Vancouver

Angela Huck

Wealth Advisor
Vancouver

Brandon Hutchison

Wealth Advisor
Toronto

Teddy Jarrett

Wealth Advisor
Toronto

Candice Jay

Wealth Advisor
Toronto

Jim Kapeluck

Wealth Advisor
Edmonton

Kevin Kozak

Wealth Advisor
Edmonton

Duane Ledgister

Wealth Advisor
Toronto

Nathan Leveille

Associate Wealth Advisor
Edmonton

Nicholas Lim

Wealth Advisor
Vancouver

Robert McLean

Wealth Advisor
Vancouver

Ryan McNerney

Wealth Advisor
Toronto

Lauren Minogue

Wealth Advisor
Vancouver

Chase Moreira

Wealth Advisor
Edmonton

Charles-Edouard Morin

Wealth Advisor
Montreal

Andre Morris

Wealth Advisor
Montreal

Jon Muller

Wealth Advisor
Vancouver

JoAnne Mulligan

Wealth Advisor
Vancouver

Phil Nenadovic

Associate Wealth Advisor
Toronto

Richard Pope

Wealth Advisor
Toronto

Stephen Roberts

Wealth Advisor
Vancouver

Steve Satov

Wealth Advisor
Toronto

Sarwat Shallwani

Wealth Advisor
Toronto

Scott Shaw

Wealth Advisor
Regina

Janice Sowden

Wealth Advisor
Vancouver

Tom Stachiw

Wealth Advisor
Calgary

Troy Talkkari

Wealth Advisor
Vancouver

Nicole Taylor

Wealth Advisor
Edmonton

Keegan Therrien

Wealth Advisor
Toronto

Sean Thompson

Wealth Advisor
Calgary

Darin Thompson

Wealth Advisor
Toronto

Uliana Tomiuk

Wealth Advisor
Toronto

Morgan Waitt

Wealth Advisor
Winnipeg

Sam Wegher

Associate Wealth Advisor
Toronto

Jay Welsford

Wealth Advisor
Montreal

Daniel Wong

Wealth Advisor
Vancouver

Dan Yauck

Wealth Advisor
Calgary

Alberta

Tony Bright

Wealth Advisor
Edmonton

Jim Kapeluck

Wealth Advisor
Edmonton

Kevin Kozak

Wealth Advisor
Edmonton

Nathan Leveille

Associate Wealth Advisor
Edmonton

Chase Moreira

Wealth Advisor
Edmonton

Tom Stachiw

Wealth Advisor
Calgary

Nicole Taylor

Wealth Advisor
Edmonton

Sean Thompson

Wealth Advisor
Calgary

Dan Yauck

Wealth Advisor
Calgary

Atlantic Canada

We work with many clients in Atlantic Canada to help them reach their long-term financial goals, and our Wealth Advisors are happy to travel to meet face to face.

If you would like to find out more about how we can help you, please complete the form and we can begin our conversation.



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British Columbia

Doug Bell

Wealth Advisor
Vancouver

Catherine Dorazio

Wealth Advisor
Vancouver

Steve Gibson

Wealth Advisor
Vancouver

Angela Huck

Wealth Advisor
Vancouver

Nicholas Lim

Wealth Advisor
Vancouver

Robert McLean

Wealth Advisor
Vancouver

Lauren Minogue

Wealth Advisor
Vancouver

Jon Muller

Wealth Advisor
Vancouver

JoAnne Mulligan

Wealth Advisor
Vancouver

Stephen Roberts

Wealth Advisor
Vancouver

Janice Sowden

Wealth Advisor
Vancouver

Troy Talkkari

Wealth Advisor
Vancouver

Daniel Wong

Wealth Advisor
Vancouver

Ontario

Chris Bellefeuille

Wealth Advisor
Toronto

James Capling

Wealth Advisor
Toronto

Michael Downs

Wealth Advisor
Toronto

Michael Flux

Wealth Advisor
Toronto

Brandon Hutchison

Wealth Advisor
Toronto

Teddy Jarrett

Wealth Advisor
Toronto

Candice Jay

Wealth Advisor
Toronto

Duane Ledgister

Wealth Advisor
Toronto

Ryan McNerney

Wealth Advisor
Toronto

Phil Nenadovic

Associate Wealth Advisor
Toronto

Richard Pope

Wealth Advisor
Toronto

Steve Satov

Wealth Advisor
Toronto

Sarwat Shallwani

Wealth Advisor
Toronto

Keegan Therrien

Wealth Advisor
Toronto

Darin Thompson

Wealth Advisor
Toronto

Uliana Tomiuk

Wealth Advisor
Toronto

Sam Wegher

Associate Wealth Advisor
Toronto

Manitoba

Morgan Waitt

Wealth Advisor
Winnipeg

Quebec

Carlo De Rose

Wealth Advisor
Montreal

Charles-Edouard Morin

Wealth Advisor
Montreal

Andre Morris

Wealth Advisor
Montreal

Jay Welsford

Wealth Advisor
Montreal

Saskatchewan

Shane Biehn

Wealth Advisor
Saskatoon

Benjamin Findlay

Wealth Advisor
Regina

Carmen Giblett

Wealth Advisor
Regina

Scott Shaw

Wealth Advisor
Regina