Team Members
Our team members are highly skilled professionals dedicated to helping our clients fulfill their financial goals and dreams. Each team member contributes whatever is necessary to provide outstanding service to our valued clients.
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Team Members
Our team members are highly skilled professionals dedicated to helping our clients fulfill their financial goals and dreams. Each team member contributes whatever is necessary to provide outstanding service to our valued clients.
Steve Trellert
Portfolio Manager,
iA Private Wealth
Steve is involved in Client
Meetings, Financial
Planning and the
Investment Committee.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor and member of team since 2002
- Earned Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®) designation
- Born and raised in Vancouver with an Economics Degree and History minor from SFU
- Traveled extensively through Europe, Turkey and Morocco
- Enjoys reading, playing sports and time with his wife and 2 children
Stephen Chu
Associate Investment
Advisor, iA Private
Wealth
Stephen manages client
relations, provides
financial planning and
oversees info
technology for CCG.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor and is a senior member of the CCG team
- Over 20 years experience in the Financial Advising Industry and over 8 years in Sales & Marketing
- Born and raised in Vancouver and graduated with a Bachelor of Arts from UBC
- Currently resides in Burnaby with his lovely wife and 3 beautiful daughters
Steve Trellert
Portfolio Manager,
iA Private Wealth
Steve is involved in Client
Meetings, Financial
Planning and the
Investment Committee.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor and member of team since 2002
- Earned Financial Management Advisor (FMA) and Chartered Investment Manager (CIM®) designation
- Born and raised in Vancouver with an Economics Degree and History minor from SFU
- Traveled extensively through Europe, Turkey and Morocco
- Enjoys reading, playing sports and time with his wife and 2 children
Stephen Chu
Associate Investment
Advisor, iA Private
Wealth
Stephen manages client
relations, provides
financial planning and
oversees info
technology for CCG.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor and is a senior member of the CCG team
- Over 20 years experience in the Financial Advising Industry and over 8 years in Sales & Marketing
- Born and raised in Vancouver and graduated with a Bachelor of Arts from UBC
- Currently resides in Burnaby with his lovely wife and 3 beautiful daughters
Dayne Perrin
Associate Investment
Advisor, iA Private
Wealth, Insurance Advisor,
Capital Concept Groups
Inc.*
Dayne joined CCG in 2016
and is Geoff’s right-hand
man for investments,
insurance* and client
relations.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor
- Bachelor of Science in Applied Psychology from Kwatlen Polytechnic University
- Lives in Surrey with his wife and 3 young children
Birgitt Klose
Office Manager &
Administrative
Assistant
Birgitt joined CCG in
2020 and efficiently
manages our office and
supports our
Administrative Team.
Accomplishments,
Experience & Interests
- Studied Arts and Science
- Tri-lingual speaking English, German and Spanish
- Enjoys travelling, reading, and spending time with family and friends
- Loves to volunteer in her community
- Has three grown children
Dayne Perrin
Associate Investment
Advisor, iA Private
Wealth, Insurance Advisor,
Capital Concept Groups
Inc.*
Dayne joined CCG in 2016
and is Geoff’s right-hand
man for investments,
insurance* and client
relations.
Accomplishments,
Experience & Interests
- Fully licensed Associate Investment Advisor
- Bachelor of Science in Applied Psychology from Kwatlen Polytechnic University
- Lives in Surrey with his wife and 3 young children
Birgitt Klose
Office Manager &
Administrative
Assistant
Birgitt joined CCG in
2020 and efficiently
manages our office and
supports our
Administrative Team.
Accomplishments,
Experience & Interests
- Studied Arts and Science
- Tri-lingual speaking English, German and Spanish
- Enjoys travelling, reading, and spending time with family and friends
- Loves to volunteer in her community
- Has three grown children
Dilshad Verjee
Unlicensed Assistant
Dilshad is our
our outstanding
Administrative Service
Provider and manages
our Administrative Team
Accomplishments,
Experience & Interests
- Born and raised in Nairobi, Kenya, she joined the team in 1997
- Worked with a major insurance company and in corporate banking
- Active community worker who also loves walking along the water and visiting her grand-kids
- Has family of 2 daughters and 3 grandchildren & lives in North Vancouver with her husband
Shayal Nadan
Administrative
Assistant
Shayal joined CCG in 2023
and is key member of our
Administrative Assistant.
Accomplishments,
Experience & Interests
- Previously worked at a
financial firm in Abbotsford - Born in Fiji and raised in BC
- Married and living in Burnaby
- Enjoys entertaining family & friends and travelling
Dilshad Verjee
Unlicensed Assistant
Dilshad is our
our outstanding
Administrative Service
Provider and manages
our Administrative Team
Accomplishments,
Experience & Interests
- Born and raised in Nairobi, Kenya, she joined the team in 1997
- Worked with a major insurance company and in corporate banking
- Active community worker who also loves walking along the water and visiting her grand-kids
- Has family of 2 daughters and 3 grandchildren & lives in North Vancouver with her husband
Shayal Nadan
Administrative
Assistant
Shayal joined CCG in
2023 and is key member
of our Administrative
Team.
Accomplishments,
Experience & Interests
- Previously worked at a
financial firm in Abbotsford - Born in Fiji and raised in BC
- Married and living in Burnaby
- Enjoys entertaining family & friends and travelling
External Professionals
Neisha Price
Accounting & Tax
Preparation
Specialist
Neisha manages our
accounting and is a key
member our Tax
Preparation Team.
Accomplishments,
Experience & Interests
- Manages the day-to-day finances of Capital Concepts Group Inc.**
- Leads the Personal Income Tax Preparation Department
- Married with 4 children and lives with her husband in Delta
Trudy Perrin
Administrative
Assistant
Trudy is a member of our
Tax Preparation and
Administrative Teams
Accomplishments,
Experience & Interests
- Married to Geoff and
has been assisting him
professionally and personally for over 38 years - Assists in the Personal Income Tax Preparation Department
Neisha Price
Accounting & Tax
Preparation
Specialist
Neisha manages our
accounting and is a key
member our Tax
Preparation Team.
Accomplishments,
Experience & Interests
- Manages the day-to-day finances of Capital Concepts Group Inc.**
- Leads the Personal Income Tax Preparation Department
- Married with 4 children and lives with her husband in Delta
Trudy Perrin
Administrative
Assistant
Trudy is a member of
our Tax Preparation and
Administrative Teams
Accomplishments,
Experience & Interests
- Married to Geoff and
has been assisting him
professionally and personally for over 38 years - Assists in the Personal Income Tax Preparation Department
Ed Chan
Marketing
Communications
Manager
Ed came out of
retirement to join CCG in
2013 and currently
manages client
communications.
Accomplishments, Experience & Interests
- Previous careers in Product Management and teaching High School math & science
- Degrees in Science and Business Administration from UBC
- Enjoys traveling, cycling and watching sports
- Has family of 3 grown children, 3 grand-children and lives in Richmond with his wife
Rose Mary Ekren
Book Keeper &
Assistant
Rose Mary acts in an
administrative role
assisting Chad with book
keeping, hiring and client
events.
Accomplishments,
Experience & Interests
- Graduated with Chad in 1986 from UBC Commerce and married Chad in 1987
- Lives in Richmond with Chad and son Nicholas
- Volunteers weekly in her community and enjoys cycling, theatre and travel
- Rose Mary feels very blessed to be able to travel with family and friends
Ed Chan
Marketing
Communications
Manager
Ed came out of
retirement to join CCG
in 2013 and currently
manages client
communications.
Accomplishments, Experience & Interests
- Previous careers in Product Management and teaching High School math & science
- Degrees in Science and Business Administration from UBC
- Enjoys traveling, cycling and watching sports
- Has family of 3 grown children, 3 grand-children and lives in Richmond with his wife
Rose Mary Ekren
Book Keeper &
Assistant
Rose Mary acts in an
administrative role
assisting Chad with book
keeping, hiring and client
events.
Accomplishments,
Experience & Interests
- Graduated with Chad in 1986 from UBC Commerce and married Chad in 1987
- Lives in Richmond with Chad and son Nicholas
- Volunteers weekly in her community and enjoys cycling, theatre and travel
- Rose Mary feels very blessed to be able to travel with family and friends
*Insurance products and services are offered through Capital Concepts Group Inc., an independent and separate company from iA Private Wealth Inc. Only products and services offered through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund.
**Tax services are provided through Capital Concepts Group Inc., an independent and separate company from iA Private Wealth Inc. Products and services provided by third parties, including by way of referral, are fully independent of those provided by iA Private Wealth Inc. Products offered directly through iA Private Wealth Inc. are covered by the Canadian Investor Protection Fund, subject to exception. iA Private Wealth Inc. does not warrant the quality, reliability or accuracy of the products or services of third parties. Please speak to your advisor if you have any questions.