Meet Ludo

LUDOVIC SIOUFFI MBA, CIM, RIAC

Portfolio Manager

Ludovic believes sustainable business and enterprise are a powerful way to unlock innovation, create value and arm future generations with the ability to effect change – and ensuring familial wealth longevity can be key to it all. It was through his work on his MBA thesis at the University of Hong Kong, a thesis focused on exploring microfinance, that he became passionate about responsible investment. Today, Ludovic is a member of the Responsible Investment Association (RIA.) and has been awarded a Responsible Investment Advisor Certification (RIAC). This makes him one of a handful of advisors in Vancouver trained to identify and manage approaches to ESG risk, and implement ESG factors into investment decision making. He holds the Chartered Investment Manager (CIM®) designation and serves as a licensed life insurance specialist. He also has an MBA degree from the University of Hong Kong, an international finance program done in partnership with Columbia University in New York. In 2015, Ludovic was awarded the Top New Advisor of the Year Award by Wealth Professional, across all investment firms in Canada.

Meet Liz

LIZ HELMEL,BA

Senior Associate

Liz oversees administrative operations with a focus on client service, where her eye for detail and enthusiasm for client experience make her an invaluable asset. Liz completed her Bachelor’s of Arts degree, with a major in Psychology, at the University of Victoria. She is fully licensed through the Canadian Securities Institute as a Registered Representative.

Meet Selwin

SELWIN LACESTE

Administrative Associate

Selwin provides support to the team in the areas of administration and operations. She is the go-to for all tax-related inquiries. She holds a Bachelor of Science in Accounting from the Philippines, and is fluent in both English and Tagalog. She has taken the Canadian Securities Course and is licensed as an Investment Representative.

GENERATIONAL WEALTH MANAGEMENT AND BUILDS FINANCIAL LEGACY FOR FAMILIES WANTING TO MAKE AN IMPACT