Helping you to make your wealth grow

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.

As a key member of McIver Capital's Investment Committee, Matt’s many years of experience are relied upon to help guide client portfolios. He works closely with Warren researching and managing client portfolios on a day-by-day basis. Matt delivers the highest calibre of operational efficiency ensuring clients have the best possible experience. 

Matt believes in developing the community and has partnered with a school district to run a Stock Market Challenge, which he created. Nearly 2,000 students have been introduced to saving and investing by enrolling in his program over the past 10 years. Matt has also been working on a textbook discussing personal and behavioral finance to use for this purpose.

In his spare time Matt plays competitive chess and is an ultramarathon runner. He has completed dozens of 50km and 100km races and has his sights set on more in the near future. He also enjoys writing as well as spending time with friends and family.

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.

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.

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. Warren is a Senior Portfolio Manager and has assumed 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.

Warren 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.

Mark’s early involvement in finance provides him with a unique understanding of the patterns and trends that appear in the markets. As the youngest member of McIver Capital Management, his nuanced views of alternative asset classes and his ability to provide detailed technical analysis have become useful tools for our Investment Committee.

Mark’s outgoing personality makes him a great fit for our team and adds to the overall cohesion of the group. In his spare time, Mark enjoys golfing, skiing, cheering for the Seahawks, and spending time with his friends and family.

Devina kickstarted her career journey with internships at prestigious financial institutions, honing her skills and gaining valuable industry experience. Currently, she plays an integral role at McIver Capital, collaborating closely with colleagues to enhance the overall client experience and meet their day-to-day needs. Additionally, she showcases her creative side by leading McIver Capital Management’s marketing efforts, leveraging her passion for marketing and design.

Beyond her professional pursuits, Devina finds solace in spending time at the beach and staying active at the gym, promoting a healthy work-life balance. Her multicultural background, having lived in Oman, adds a unique perspective to her life, and she cherishes regular visits to reconnect with her family and friends.