Meet the team at WealthBar
Our financial experts ensure that every dollar helps WealthBar clients
reach their financial goals. Our expert technology team designs and creates
a smooth, easy, and intuitive online investing experience.
Co-founder & CEO
Co-founder & CTO
VP of Engineering
David Dyck CFP & CIM
Head of Client Services
VP of Marketing & Communications
Chris Arthur CFP & CIM
Clayton Brown CFP & CIM
Financial Adviser & Portfolio Manager
Mason Ma CFA
Financial Adviser & Portfolio Manager
Digital Marketing Coordinator
Our Directors & Advisers
Gary has an outstanding 30 year track record managing and
growing high technology companies. He is currently the Founder
and Executive Chairman of Espresso Capital, a venture debt fund
providing financing to over 200 Canadian technology companies.
He currently or previously served as a executive or member of the
Board of Directors of Bit Stew Systems (exit to General Electric),
Wolf Medical Systems (exit to Telus), Rapid Electric Vehicles (now Moj.io),
BrightSide Technologies (exit to Dolby Labs), Clevest Solutions,
Creo Products (exit to Kodak) and BC Social Venture Partners.
Gary remains an active angel investor and Board member for several companies.
John is the Chairman & CEO of Nicola Wealth Management, which
currently manages over $3 billion in investments. A veteran of the
financial services industry since 1974, John is nationally
acknowledged as one of the leaders in estate and financial
planning. A recipient of the 2011 Ernst & Young Entrepreneur
of the Year award, he also has over 40 years of success and
experience in wealth accumulation and management through the
use of trusts, creative pension and insurance arrangements,
and professional investment managers.
Howard is a long standing authority in the investment management
industry with over 25 years of experience. He is the former
Founding Chair of the Canadian ETF Association and wrote the world's
first book about ETFs. In 2010 he was awarded the 'Top Educator'
title for fostering financial literacy among Canadians and is a
long-time consumer advocate. He is very actively involved in the
industry and recently retired from his position as President of
Horizon ETF's. He is a past President of the Toronto CFA Society
board of directors, as well as a member of the S&P/TSX Canada
Index Advisory Panel.
After eight years as an engineer, Bernd graduated with an MBA from
Richard Ivey School of Business. Subsequently, Bernd finished a
ten-year tenure at Deloitte as a partner responsible for regional
strategy and operations practice. He has provided strategy and
operations advice to numerous technology companies, including
acting as Director, COO, CFO or CEO to several. Being an active
member of the Vancouver technology community, he is a mentor
for several Vancouver-based accelerators and a formal adviser
to a number of start-ups.
Lance is the co-founder of Sutton Group Realty and has been
an early-stage investor in many successful technology startups.
In addition to Sutton Group, he is also the co-founder for
FullStack, Peer 1 Network, and Internet Direct. His most
recent exit was with Peer 1 Hosting, which was acquired by
Cogeco Cable for $526 million. Lance has a wide range of
business expertise, including information services,
broadband carriers, colocation, hosting and franchise
real estate operations.
Paul is a prolific early-stage startup investor and won BC's
2010 Angel Investor of the Year award. A successful entrepreneur
in the area of medicine and technology, Paul is currently the CEO
of LightIntegra Technology Inc., a spin-off from Canadian Blood
Services. In addition to his role at LightIntegra, Paul is
Chairman at Neovasc, and is an active Angel investor in
technology and life science companies. Over the past 20
years Paul founded and led two companies through their
growth phase; both companies have grown to be anchor
medical device companies in Vancouver.