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nmciver@cgf.com

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You Are In Great Hands

At McIver Capital Management, we pride ourselves in delivering the highest quality advice, service and investment solutions tailored to your unique circumstances. We believe that you will value our conservative guidance and a relationship built on trust.

From our offices in Vancouver, we provide the best in discretionary investment management and wealth management services to clients in Canada and internationally.

Get to know the Team better: Click here to see our 3 minutes with video series

Neil McIver, CIM® Senior Vice President, Portfolio Manager

nmciver@cgf.com 604.643.7337

Neil McIver, CIM®

Neil McIver, CIM® Senior Vice President, Portfolio Manager

604.643.7337
nmciver@cgf.com

Neil began his career in the mailroom at Pemberton Securities in 1985, literally attaining knowledge of the investment industry from the ground up. From that beginning, he has successfully and steadily grown his own practice to the point where he is now entrusted with millions of both institutional and private clients’ assets. Through years of study and experience Neil has established an institutional calibre investment process that employs a disciplined asset allocation model previously only available to large institutional investors.

Focusing upon every aspect of his clients’ wealth management needs, including portfolio management, estate planning, and effective transition strategies for family wealth and business ownership, Neil and his team provide industry-leading solutions that address the financial challenges facing some of the most affluent and well known Canadians and their families.

Neil has been a regular financial columnist and has spoken at many investment seminars and forums. While spending the majority of his time in Vancouver, Neil also travels outside the city to work with institutional, individual and family clients residing elsewhere in Canada.

A strong believer in supporting the community, Neil is active with both charitable and political organizations. Neil is a three-time Ironman triathlete and enjoys an active lifestyle that includes riding, skiing, swimming and running. The son of Scottish parents, Dr. John and Margaret McIver, Neil grew up in West Vancouver, where he presently resides.
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Matt Ehrenreich, CIM®, BBA Investment Associate, Portfolio Manager

mehrenreich@cgf.com 604.643.7385

Matt Ehrenreich, CIM®, BBA

Matt Ehrenreich, CIM®, BBA Investment Associate, Portfolio Manager

604.643.7385
mehrenreich@cgf.com

Matt makes it easy for clients to work with McIver Capital Management by delivering the highest caliber of administrative and operational efficiency. As a member of the McIver Capital Management Investment Committee, his extensive education and experience is relied upon by the Investment Committee while the group constructs and manages client portfolios. He also works alongside both Katie and Mark to ensure a high quality of client experience.

Matt graduated from the University of the Fraser Valley with a Business Degree concentrating in Financial Management, and is a Chartered Investment Manager (CIM®). He has completed his CFA Level 1 Exam and will be working on achieving the Chartered Financial Analyst (CFA) designation over the next few years.

Outside the office Matt believes in giving back to the community and has partnered with a local high school to run a Stock Market Challenge which he developed. Over the past six years, nearly 1,000 students have been introduced to saving and investing by enrolling in this program.

Matt plays competitive chess, and is an ultramarathon runner. He recently completed his first 100km race and has his sights set on some other long adventure runs in the near future. Other hobbies include tennis, ice hockey, hiking, writing, and playing the violin.

3 Minutes With Matt Ehrenreich & Paul Cross

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Katie Cooper Investment Associate

kcooper@cgf.com 604.643.7387

Katie Cooper

Katie Cooper Investment Associate

604.643.7387
kcooper@cgf.com

Katie is a graduate of McGill University and has worked in private wealth management her entire career. As an Associate, Katie works closely with Neil to ensure the highest standards of client care are being achieved. Managing the over-all client experience for McIver Capital Management, Katie ensures all service requests are delivered.

Katie’s training and experience provides her with a deep comprehension of the capital markets and the sophisticated investment process used by our group to manage portfolios. This knowledge is invaluable in understanding how to match client needs with specific portfolios. Katie also has training in wealth planning and works closely with both Neil and the Tax & Estate Planning group to deliver customized wealth plans for those that require them.

Katie was born and raised in Vancouver but has taken time away to live in Montreal, San Francisco and London. She is happy to be back home and enjoys cooking, exercising and trying out all the great restaurants in the city. An avid skier, Katie enjoys spending time on the mountain in Whistler.
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Paul Cross Investment Advisor

pcross@cgf.com 604.643.7518

Paul Cross

Paul Cross Investment Advisor

604.643.7518
pcross@cgf.com

Paul’s role as an Investment Advisor is to understand the needs of prospective clients and match those needs with the sophisticated McIver Capital Management portfolios and wealth management services. Paul’s extensive range of skills in both communications and client care ensures prospective clients have a clear understanding of how their capital will be invested and that they receive the highest caliber of client service.

Paul has been passionate about the science of performance for over 30 years as an elite athlete and coach. Clients have always been at the center of Paul’s work and that will remain constant as he makes his transition into the field of finance.

Paul studied a B.Sc. in Physiology at McGill University where he competed on the swim team. He moved from Montreal to Vancouver in 1999 to establish Cross Athletic Consulting and has since coached thousands of individuals. Paul loves to spend time with his family and do outdoor activities. His penchant for quality makes him a perfect fit with McIver Capital Management.
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Warren Goldblum Investment Advisor

wgoldblum@cgf.com 604-643-7339

Warren Goldblum

Warren Goldblum Investment Advisor

604-643-7339
wgoldblum@cgf.com

Warren is a Chartered Financial Analyst (CFA) Charterholder and attained his MBA (Dean’s List) from the Rotman School of Management at the University of Toronto. He has also attained both the Financial Risk Manager (FRM) and Chartered Alternative Investment Analyst (CAIA) designations.

Prior to immigrating to Canada in 2014, Warren was a highly rated sell-side analyst at Deutsche Bank where he was a Director in the Global Markets Equity Research division. Once fully licensed, Warren will assume the lead Portfolio Manager role at McIver Capital Management at Canaccord Genuity, where he will be a key part of the group’s investment committee, playing a fundamental role in analyzing the broader macroeconomic environment, seeking opportunities, and managing client portfolios.

More recently, he has lectured at the Haskayne School of Business - University of Calgary, at the John Molson School of Business - Concordia University and at his alma mater, Rotman Commerce at the University of Toronto.
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Mark Longhurst Administrative Assistant

mlonghurst@cgf.com 604.643.0219

Mark Longhurst

Mark Longhurst Administrative Assistant

604.643.0219
mlonghurst@cgf.com

Mark attended McGill University and has been active in the markets since high school. He works alongside Matt and Katie to manage the overall client experience and ensure that the day-to-day needs of the clients are met. In his spare time, Mark enjoys playing golf, skiing, and spending time with his friends and family. Mark’s passion for business development and technical analysis sets him up for a bright future in the industry.

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