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 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 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

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 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 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

Kelly Erdman

Kelly recently joined CCG and is the new Sales Assistant to Joe Goncalves

Accomplishments, Experience & Interests

Spent 28 years in the Financial Industry and enjoys the client experience
Associate Degree in Marketing from Capilano College and is a Life Coach
Born and raised in Vancouver, now residing in North Vancouver
3 adult daughters & granddaughter on the way
Enjoys entertaining family & friends and walking on the Sea Walk with her husband

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 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 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 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 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