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.

Ethan leads the portfolio management process at McIver Capital Management, overseeing research and trading functions and providing thought leadership for market trends. As a member of the McIver Capital Management Investment Committee, he is a key contributor to the asset allocation, security selection and risk management processes. Prior to joining McIver Capital Management, Ethan spent several years at a buy-side boutique investment management firm in Vancouver where he was responsible for portfolio management, quantitative research and equity trading. He had dual responsibilities as head trader and quantitative research analyst, focusing on tactical asset allocation and stock selection research.

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, he uses his education, experience, and passion for research and fundamental analysis to support Ethan and Neil in constructing and managing client portfolios. He also works alongside Katie to provide account management and client services.

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.

Paul’s role as a Business Development 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.