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.

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.

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 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.

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.

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.