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We exist to serve our clients and their members through purposeful, straightforward and accessible experiences.
Our Company Directory
Seasoned experts who drive our mission with a commitment to operational excellence, integrity, and a client-first approach.
Alarica Tang
Director, Investment Operations
all
Category 1
Allison Lyall
Senior Account manager
all
No items found.
Bill Maclean
Principal
all
Category 1
Brandon Ellement
CEO, Partner
all
Category 4
Brendan George
Partner
all
Category 4
Chad Fraser
Partner, Investments
all
Category 4
Cory Wright
Senior Vice President, Student Benefits
all
Category 4
David Lee
Partner
all
Category 3
Category 4
David Small
Partner, Consulting
all
Category 4
Dennis Ellement
Partner, Board Chair
all
Category 3
Category 4
Derek Sam
Principal
all
Category 3
Drew Ellement
Partner, Investments
all
Category 1
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