Advisory Board

Randy has brought together an illustrious roster of investment industry veterans with pioneers in social media and experts in technological innovation, software development and behavioral analysis. The counsel of this remarkable merger of minds has resulted in the creation of groundbreaking services that have the potential to transform Investor-Advisor relations.

Nick McClanahan

Retired Brokerage Executive

David Asper

Executive Chairman, Creswin Properties

Jeff Chisholm

Former Vice Chairman, Bank of Montreal

Brad Doney

Independent Commissioner, British Columbia Securities Commission

David Gibbins

Director, Genworth Mortgage Insurance Company Canada

Mike Jones

Founder, Science Inc.

David Wexler

Senior Vice-President, Global HR for Syncapse

Kelley McKinnon

Partner and Head of securities litigation at Gowlings (Toronto)

Ian Chamandy

Founder, Blueprint Business Architecture

Ken Aber

Founder, Blueprint Business Architecture

Peter Chen

Chief Operating Officer, SinglePlatform

Germain Carrière

Former President and Chief Operating Officer, Desjardins Securities

Patrick Marshall

VP Investor Relations, Wheels Group

David Finley

Senior Vice-President and Branch Manager, Raymond James Ltd.

 

A more successful financial relationship