Our team complements your firm’s team. We apply decades of experience in the securities industry to manage compliance and administration, so your team can focus on generating revenue and building your brand.


Don Bizub

Chief Executive Officer
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Samarth Chandhok

Business Development Associate
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Rob Creaser

Chief Compliance Officer
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David Collett

Vice President & Chief Financial Officer
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Dot Gibbens

Compliance Consultant
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John Morris

Chairman
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