CFP, CIM, BBA (Honours)
Maria is a seasoned Portfolio Manager who is passionate about using her talents to advise and mentor people to steward their assets with wisdom and integrity. She serves clients, institutions, and foundations drawing from over 20 years’ experience in the investment industry.
Maria and her colleague Janet Kim Sing lead the firm’s Private Wealth Team and co-host Capstone’s monthly YouTube video series “Your Wealth Matters”.
Her achievements include a Bachelor of Business Administration Honours degree, with a major in Finance and a minor in Communications, from Trinity Western University in 2001. Maria also holds both the Certified Financial Planner and Chartered Investment Manager designations.
Maria is dedicated to her faith, family, and career and enjoys spending her free time with her husband, three children, and their family dog Mando.