YOUR TEAM AT HIGHVIEW

<img fetchpriority="high" loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Greg_3-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Greg_3-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Greg_3-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Greg_3-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Greg_3-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Greg Rodger

CFA

CEO & Chief Investment Officer

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Adam_2-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Adam_2-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Adam_2-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Adam_2-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Adam_2-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Adam G.E. Laird

MBA, CFA, CIM

President

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Loren_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Loren_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Loren_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Loren_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Loren_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Loren Francis

MBA, FCPA, FCA, CIM

Principal

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Dan_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Dan_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Dan_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Dan_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Dan_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Dan Hallett

CFA, CFP

Principal, Head of Research

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Ian_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Ian_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Ian_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Ian_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Ian_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Ian Calvert

CFP, CIM

Principal, Head of Wealth Planning

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Sarina_3-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Sarina Senra

_

Manager, Business Services

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Phil_4-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Phil_4-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Phil_4-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Phil_4-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Phil_4-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Phil Marynowicz

CFA

Portfolio Analyst

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Cristina_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Cristina Botez

CIM

Senior Counselling Associate

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Jordan_6-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Jordan_6-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Jordan_6-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Jordan_6-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Jordan_6-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Jordan Goddard

HBA

Marketing Associate

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/11/Geoff_6-400x400-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/11/Geoff_6-400x400-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/11/Geoff_6-400x400-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/11/Geoff_6-400x400-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/11/Geoff_6-400x400-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Geoffrey Schwandt

H.B. Com

Portfolio Implementation Associate

[email protected]

Biography & More Information

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Amelia Bi

BCom

Counselling Associate

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Bianca_4-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Bianca_4-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Bianca_4-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Bianca_4-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Bianca_4-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Bianca Leventakis

BCom, BA

Counselling Associate

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/10/Monique_3-400x400-1-1-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/10/Monique_3-400x400-1-1-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/10/Monique_3-400x400-1-1-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/10/Monique_3-400x400-1-1-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/10/Monique_3-400x400-1-1.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Monique Cote

HBA

Associate, Client Experience

[email protected]

Biography & More Information

<img loading="lazy" decoding="async" width="300" height="300" src="https://www.highviewfin.com/wp-content/uploads/2025/12/Jessie_6-400x400-New-300x300.jpg" class="team-member-photo wp-post-image" alt="" srcset="https://www.highviewfin.com/wp-content/uploads/2025/12/Jessie_6-400x400-New-300x300.jpg 300w, https://www.highviewfin.com/wp-content/uploads/2025/12/Jessie_6-400x400-New-150x150.jpg 150w, https://www.highviewfin.com/wp-content/uploads/2025/12/Jessie_6-400x400-New-100x100.jpg 100w, https://www.highviewfin.com/wp-content/uploads/2025/12/Jessie_6-400x400-New.jpg 400w" sizes="(max-width: 300px) 100vw, 300px" />

Jessie Lam

CPA, CGA, MSc

Controller

[email protected]

Biography & More Information