Our Team
Darren C. Reid, BA, CIM, CFP, FMA, FCSI
Graduated from the University of Guelph with a Bachelor of Arts in Management Economics. In 1997 he received the Certified Financial Planner designation conferred by the Financial Planning Standards Council of Canada, now FP Canada. Darren is a Chartered Investment Manager and a Fellow of the Canadian Securities Institute, and is licensed as a Portfolio Manager. For decades Darren has provided comprehensive Wealth Management for Canadians from our headquarters on Vancouver Island. He resides with his wife Melanie on Vancouver Island and is the Vice-Chair of the Vancouver Island University Foundation.
Sarah L. Dion, BBA
An Investment Advisor with Aligned Capital Partners Inc. and specializing in personal and corporate insurance solutions, Sarah graduated as co-valedictorian from Vancouver Island University with a Bachelor in Business Administration (Finance). Sarah collaborates with clients on life goals and creates financial road maps to get clients 'on track' via cash flow management and prioritizing long term goals through suitable Investment Plans. Sarah gives back to her community by serving on the board of the Young Professionals of Nanaimo.
Jennifer I. McAllister
Jennifer comes from a long administrative background. After 32 years as a Legal Assistant with the BC Prosecution Service she switched gears in 2021 and started a new career in the wealth management field, bringing her strong admin skills to join our great team.
