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 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 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 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 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 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 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 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 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 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 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 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