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 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 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
  • 16 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
Nav Nijjar

Nav Nijjar

Nav joined CCG in 2013 and has a CFP®. He is Joe’s right-hand man for Financial Planning, Investments & Client Relations.

Accomplishments, Experience & Interests

  • Born and raised in Terrace, BC and graduate of UNBC with a B. Comm. majoring in Finance
  • Earned CERTIFIED FINANCIAL PLANNER® Designation in January 2018
  • Lives in Port Coquitlam with wife Poonam and 1 daughter and expecting 2nd child
  • Enjoys traveling, watching sports working out
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 2 young children
Pascale Hansen

Pascale Hansen

Pascale joined CCG in 2018 and manages client relations and insurance products.

Accomplishments, Experience & Interests

  • Licensed as an Insurance Advisor
  • Has Elder Planning Counselor (EPC) and Certified Professional Consultant on Aging (CPCA) designations
  • Born & raised in Copenhagen with a Psychology degree from UBC and Honours Diploma in Marketing Communications from BCIT
  • Resides in Vancouver and is passionate about skiing
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 3 grandchildren & lives in North Vancouver with her husband
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
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 join CCG in 2013. He manages tax planning, client communications and the re-engineering our firm’s business processes.

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

Rose Mary Ekren

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
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