Helping you to make your wealth grow
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.
Neil McIver, CIM®
Founder, Senior Portfolio Manager
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.
Matt Ehrenreich, CIM®, BBA
Senior Portfolio Manager
Matt is a Chartered Investment Manager (CIM®) and graduated from the University of the Fraser Valley with a Business Degree concentrating in Financial Management. He is currently working on his Certified Financial Planner (CFP®) designation and has also completed his CFA Level 1 Exam, working towards achieving the Chartered Financial Analyst (CFA) designation over the coming years.
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 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.
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.
Senior Portfolio Manager
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. 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 attended McGill University and has been active in the investment industry 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. Mark also plays a key role in the business development process.
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 was awarded a full-ride scholarship to The University of British Columbia, where she earned a Bachelor of Arts degree specializing in Sociology. During her time at university, she held several internships at prestigious financial institutions and decided to kick off her career in wealth management.
Devina is the newest member of the group and works closely with Matt and Mark to manage the overall client experience and ensure that clients' day-to-day needs are met. Devina is also passionate about marketing and design and has taken a lead in building McIver Capital's marketing efforts.
In her spare time, Devina enjoys spending time at the beach or getting in a workout at the gym. Devina was born and raised in Oman and frequently visits her family and friends.
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