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

Steve Trellert

Steve manages client relations and is Chad’s right-hand man in all aspects of the business.

Accomplishments, Experience & Interests

  • Fully licensed Associate Investment Advisor and member of team since 2002
  • Earned FINANCIAL MANAGEMENT ADVISOR (FMA) and CHARTERED INVESTMENT MANAGER (CIM) designations
  • Born and raised in Vancouver with an Economics Degree from SFU
  • Traveled extensively through Europe, Turkey and Morocco
  • Enjoys reading and sports as well as time with his wife and 2 young children
Stephen Chu

Stephen Chu

Stephen manages client relations and insurance offerings as well as info technology for CCG.

Accomplishments, Experience & Interests

  • Fully licensed as an Associate Investment Advisor and is a senior member of the CCG team
  • 13 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
Dilshad Verjee

Dilshad Verjee

Dilshad Verjee is a Licensed Assistant and our outstanding Administrative Service Provider.

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 2 grandchildren & lives in North Vancouver with her husband
Lukas Oddy

Lukas Oddy

Lukas Oddy handles the more complex administrative and tax related duties for Joe's team.

Accomplishments, Experience & Interests

  • Fully licensed as an Associate Investment Advisor and member of team since 2007
  • Enrolled to soon acquire the CERTIFIED INVESTMENT MANAGER (CIM) designation
  • Frequently eats out at independent restaurants and attends community events
  • Enjoys hiking, camping, biking, tennis and other outdoor activities
Nav Nijjar

Nav Nijjar

Nav joined CCG in 2013 and works closely with Joe's team to provide outstanding service and advice to clients.

Accomplishments, Experience & Interests

  • Previously worked at a major bank for 6 years as a Sr. Account Manager and is fully licensed as Associate Investment Advisor
  • Born and raised in Terrace, BC and Graduated from UNBC with Bachelor of Commerce Degree – Finance Major
  • Enrolled to soon become CERTIFIED FINANCIAL PLANNER (CFP)®
  • Married in 2014 and became a father in 2016
  • Enjoys traveling, working out, and watching sports
Maureen Sugiyama

Maureen Sugiyama

Maureen Sugiyama is our warm and cheerful Receptionist & Office Manager.

Accomplishments, Experience & Interests

  • Maureen’s really our “Director of First Impressions” with her ever-present smile
  • Joined our team in Jan 2013 because she loves meeting & interacting with people
  • Born and raised in Nova Scotia, she graduated from business college before heading West
  • Maureen enjoys walks, family activities, culinary adventures & is actively involved in her church
  • Has a family of 4 grown children & lives in Richmond with her husband David
Ed Chan

Ed Chan

Ed came out of retirement to become our Marketing & Research Analyst.

Accomplishments, Experience & Interests

  • Became member of team in July, 2013
  • 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, 2 grand-children and lives in Richmond with his wife
Neisha Price

Neisha Price

Neisha is our Accounting and Tax Preparation Specialist.

Accomplishments, Experience & Interests

  • Manages the day-to-day finances of Capital Concepts Group
  • Leads the Personal Income Tax Preparation Department
  • Married with 4 children and lives with her husband in Delta
Dayne Perrin

Dayne Perrin

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
  • Member of the Income Tax Preparation department
  • Bachelor of Science in Applied Psychology from Kwatlen Polytechnic University
  • Lives in Surrey with his wife and young son
Trudy Perrin

Trudy Perrin

Trudy Perrin is our Administrative Assistant.

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
Rose Mary Ekren

Rose Mary Ekren

Rose Mary is an Administrative Assistant who's “behind-the-scenes” with book keeping and administrative details.

Accomplishments, Experience & Interests

  • Graduated with Chad in 1986 from UBC Commerce
  • Responsible for hiring current partner Joe Goncalves & office manager Maureen Sugiyama
  • Spends many hours conversing with Chad on managing the business
  • Married since 1987, she & Chad live in Richmond with their 2 sons Chris & Nicholas
  • “Behind every good man is a great woman,” Chad likes to say