Aeron T. Evans, MBA, CIM®, PFP®, FCSI®
President & Portfolio Manager
Aeron earned his MBA at the Sauder School of Business. He is accredited as a Chartered Investment Manager and a Personal Financial Planner by the Canadian Securities Institute. He became a Fellow of the Canadian Securities Institute considered by many as the highest honour in the financial services Industry. Aeron has worked as a Portfolio Manager focused on investment management, financial & estate planning as well as business planning.
Aeron has added experience having worked in Government & Institutional Banking, as a Regional Mortgage Manager at a “Big 5” Bank, and as a real estate lender at a major insurance company.
Aeron has been a commentator on VTV’s (now CTV) morning show, a commentator on radio, and was a contributing author of Housing for Seniors, a text used by Simon Fraser University. He has spoken at high schools about careers in the financial services answering many questions from the students.
In his spare time, Aeron volunteers to counsel those with addictions. He enjoys the opera, golf, fishing, and hiking.
Annie Du, BSc.
Secretary & Treasurer
Annie earned her BSc. at Nanjing University, and she is certified as an Early Childhood Educator. She holds certifications for Special Needs Children having disabilities.
Annie is fluent in Mandarin both verbally and writing.
Annie is responsible for accounting, marketing and as the privacy officer.
Annie is an experienced businessperson. She immigrated to Canada from Beijing 20 years ago. She understands and has worked with those in the Chinese Canadian community, and she has helped new immigrants from mainland China to migrate their finances and lifestyle into their new home n Canada. Being from Beijing, she is acutely aware of the differences in culture and finances between Canada and China.
In her spare time, Annie is a videographer, and she likes traveling and hiking.
Daniel Jiao
Research Assistant
Daniel is attending the Ivey School of Business. As a part-time research assistant, Daniel supports the company’s research program by conducting research reports & literature searches and maintaining the research files for the investments managed by the company.
In his spare time, Daniel enjoys his restaurants, kick boxing, and training.