Our Team @ Hoovest

Peter is Chief Operating Officer (COO), Advising Representative (Portfolio Manager), Dealing Representative and Director of Qwest Investment Fund Management Ltd. a subsidiary of Qwest Investment Management Corp. Peter is also COO of Qwest Investment Management Corp. and COO of Heritage Bancorp Ltd. Peter leads Hoovest Wealth Management, the money management division of Qwest Investment Fund Management Ltd. that he co-established, and is also part of the registered firm’s Compliance and Investment Committees.

Peter has more than 10 years of advisory and financial services experience globally. He has been managing investment assets and advising high net worth clients as a registered advisor since 2013 with investment firms in Canada, most notably Manulife Securities.

Prior to that, Peter was an investment banker with JP Morgan in London UK and CITIC Securities in Hong Kong, where he specialized in mergers and acquisitions, private placements, spin-off IPOs, rights issues and other corporate finance activities.

Peter holds a bachelor’s degree in finance from UBC and a master’s degree in Management and Regulation of Risk from the London School of Economics. He is a CFA charterholder.

Corbin Lowe is a Private Wealth Specialist and Dealing Representative with Hoovest Wealth Management, the wealth management division of Qwest Investment Fund Management Ltd.

Corbin has 5 years of advisory and financial services experience in Vancouver, helping business owners and their families grow their investment assets. Previous to Hoovest, Corbin was an investment fund advisor with Desjardins Independent Network, building a successful book of loyal clients.  Corbin has been managing a successful personal stock portfolio for close to 16 years, learning many hard lessons along the way. He now focuses on a concentrated growth portfolio of local micro-cap companies and using technical analysis to trade currency and indexes.

CORE STRENGTHS

• Fundamental Equity Analysis
• Technical Analysis
• Political Policy and its Effects on Markets
• Long Value Investing
• Stock Equity Models
• Currency and Index Trading

EXPERIENCE

Prior to joining the financial advisory industry, Corbin helped provide consulting services to several of BC and Canada’s largest charities and helped them raise millions of dollars over 3 years.

In his spare time, Corbin satisfies his entrepreneurial bug by advising local startups in multiple different industries. Corbin is also co-founder of a quickly growing food delivery company and loves to play soccer, hockey and cycle. Corbin is also an Off-Ice Official for the NHL and recently attended the 2018 Winter Olympics and 2019 World Juniors on behalf of the IIHF.

CORBIN ENJOYS

• Reading the news
• Cycling long distances
• Playing soccer

Garnet is the Chief Investment Officer of Hoovest Asset Management.

Garnet has more then 24 years of pension fund investment experience. As the former Director of Investment Management for BC TEL and subsequently TELUS Corporation, he developed and implemented several successful pension investment strategies. While at TELUS, Garnet was also charged with the responsibility of overseeing compliance processes and the equity derivative investment programs of the pension plan funds.

CORE STRENGTHS

• Fundamental Equity Analysis
• Political Policy and its Effects on Markets
• Long Investing
• Stock Equity Models

EXPERIENCE

His prior experience also includes the responsibilities of participating as a member of numerous boards on TELUS’ behalf, including the Telecommunication Workers Pension Plan board of trustees and Concert Real Estate Corporation.

Garnet holds a BBA (Accountancy) from Abilene Christian University, a Chartered Professional Accountant, Certified General Accountant designation in BC, Certified Public Accountant licence in Washington State and a Chartered Investment Manager designation.

GARNET ENJOYS

• Cycling Annacis Island
• Watching the birds
• Swimming in the open ocean

Since entering the financial industry in 1999, Bryan’s experience in the capital markets and private business has crafted his skills in weaving through market turbulence, looking beyond the headlines and creating a positively unique investment experience for his clients. Bryan believes that investing is more than a curvature of numbers, it is an art form that requires a deep understanding of human emotion and an element of intuition. His passion for the industry expands beyond the trading floor and into the classroom where he teaches future generations of financial experts in the art of investing. Prior to entering the financial industry Bryan earned a bachelor’s degree in psychology and worked with autistic children in the lower mainland.

CORE STRENGTHS

• Fundamental Equity Analysis
• Technical Analysis
• Private Business and International Trade
• Dynamic Financial Planning and Problem Solving
• Strategic Investing
• Investor Behavior Psychology
• Marketing and Client Relations

EXPERIENCE

Early in Bryan’s career, his background in psychology has helped him develop a deep respect for the seemingly erratic behaviour of the markets while he worked as a trader for a prominent brokerage firm in Vancouver; having witnessed first-hand the destructive effects of the tech bubble bursting and the events of 9/11. Afterwards, Bryan turned his focused on helping investors withstand market turbulence and was the primary market and investment specialist for hundreds of financial advisors across British Columbia.

In 2011, Bryan branched out on his own and provided independent financial counselling to financial advisors, businesses and retail investors. He conducted research on a variety of financial matters and products including private securities, and published a financial magazine from 2011-2014 that helped Canadians to earn, save, grow and protect their money. Since 2014, Bryan has been a prominent instructor of financial and financial licensing courses. In the summer of 2019, Bryan joined Hoovest Wealth Management, allowing him to incorporate Hoovest’s cutting edge platform and unique product offering to his clients.

BRYAN ENJOYS

• Nutrition and the Culinary Arts
• Tending his garden
• Incorporating sustainable practices
• Watching a good film with popcorn

Hoa has over 8 years of experience in fund services, investment operations, and management with extensive knowledge of mutual fund, pension fund, ETF, Specialised Investment Fund (SIF), and UCITs. She previously worked for Standard Chartered Bank and investment companies. She holds an MBA from Simon Fraser University, a Masters in Investment Analysis from University of Stirling, and a Bachelors in Finance and Banking from Foreign Trade University.

Caleb is a Wealth Specialist and Dealing Representative at Hoovest Wealth Management, a division of Qwest Investment Fund Management Ltd. For a while now, Caleb has had a keen interest in the financial markets, engrossing himself in as much financial knowledge and news that he can find and actively managing his own investments. In 2019, Caleb made the bold decision to leave the public service and transportation sector and officially enter the financial industry. He took the required licensing courses wherein he quickly impressed his instructors with his enthusiasm and ability to comprehend complex financial concepts.

In his short tenure thus far at Hoovest management, Caleb has applied his logistical, problem solving and customer service skills that he developed in his previous career and has been eager to augment his self-taught market knowledge by working closely with some of Hoovest’s senior dealing representatives.

Caleb keeps close ties with his family and shares many interests that would serve him well in taking care of his clients and servicing niche markets. In his spare time, he helps to run the family farm, managing and helping to develop blueberry and apple orchards. Caleb is also pursuing a Bachelor of Commerce degree with a major in Finance.

Fei is the Marketing Manager and a Dealing representative with Hoovest Wealth Management, the wealth management division of Qwest Investment Fund Management Ltd.

Fei has over 5 years marketing, and client relationship experience. Fei worked with two start-up companies in Vancouver where his roles included key decision making, marketing strategy, and planning. Fei’s strengths are in managing client relationships, earning trust and educating existing and potential clients. Fei enjoys working in teams and thinking strategically about new problems. He especially enjoys developing long term relationships with clients, organizations, teammates and friends.

CORE STRENGTHS

• Client Relationships
• Project Leadership
• Marketing Analysis
• Long Term Investing
• Strategic Planning
• Investment Funds

EXPERIENCE

Fei’s experience is diverse, having worked in marketing, international business strategy and leadership. Fei earned this experience through managing projects from problem identification through to completion. He has worked with diverse teams to solve workplace challenges, global strategic issues, and even internal conflict resolution.

Fei is fluent in English and a native Mandarin speaker.

FEI ENJOYS

• Hiking, swimming and travelling
• Finding great food
• Reading finance news
• Playing basketball
• Painting (oil)

Ben Waite is an Associate Advising Representative (Portfolio Manager) with Hoovest Asset Management, the asset management division of Qwest Investment Fund Management Ltd. Ben co-manages the Hoovest Smart Indexing fund with Peter, a sector weighted index instead of a cap weighted index which decreases volatility. Ben manages a successful investment and financial planning practice with his mother in Regina where he lives. Ben attributes a lot of his early success to being able to connect with investors of all ages very early on. Ben has shaped his practice around automated technology that makes both the client and Ben’s experience much better. Ben also utilizes technology to be able to service individuals who would normally be turned away by more traditional advisory firms that are too labour intensive to take on clients with lower levels of assets.

CORE STRENGTHS

• Working within highly technical environments
• Financial Modelling
• Explaining investment solutions in simple terms
• Building a better client experience

EXPERIENCE

Ben has spent his entire career in the industry, getting his feet wet as he was completing his university degree in finance over 9 years ago. Ben also has the unique experience of starting a book from scratch at age 20 into a successful practice.

BEN ENJOYS

• Taking his young son and dog for a walk
• Building out the gym in his basement

Experimenting with new financial models

Steffi is a Wealth Specialist and Dealing Representative at Hoovest Wealth Management, a division of Qwest Investment Fund Management Ltd.

With a strong curiosity in finance, one of her earliest memories is visiting the bank to deposit her chore allowances into her youth account and receiving a chocolate reward from the teller.

In her early adulthood, Steffi explored her interest in Micro Expressions, before pursuing her passion in finance, studying at Simon Fraser University. She gained over 4 years of planning and financial services experience within BC and Yukon Territories while working at TD Canada Trust.

Steffi takes time to understand her clients’ specific needs and prioritizes their interests. She helps put their objectives and goals into action and helps discover gaps in their financial arrangements to ensure opportunities are not missed.

CORE STRENGTHS

• Passion for helping people
• Attentive listener
• Strong analytical ability
• High level of integrity

EXPERIENCE

In 2015, Steffi started her financial career with TD Canada Trust where she was recognized for her work ethic and ability to maximize clients’ opportunities. By the end of her tenure, she was providing customized full financial advice and collaborated with Private Investment Wealth teams to help her clients maximize their financial opportunities.

She took a year break from finance and worked as a Wedding Planner with Royal Caribbean, refining her planning and logistical skills as she successfully managed over 150 weddings internationally while gaining a unique global perspective.

With her newly gained experience, she joined Hoovest Wealth Management to obtain access to the wide range of unique investment products in her renewed pursuit in finance and helping clients with what she does best.

Steffi ENJOYS

• Solving killer sudoku puzzles
• Exploring and hiking with her two dogs
• Reading psychological and mystery books

As an Associate Wealth Specialist with Hoovest Wealth Management, a division of Qwest Investment Fund Management Ltd., Wilson strives to help his clients fully understand their financial situation and provide relevant advice that gets his clients to consider different perspectives in achieving their financial goals. Wilson takes the success of his clients personally and is motivated to ensure their satisfaction.

CORE STRENGTHS

• Teamwork and Leadership
• Interpersonal Skills
• Marketing and Communication
• Analytical and Problem Solving Skills

EXPERIENCE

Wilson has over 10 years of experience in marketing and real estate and provides services to clients in Vancouver, Taipei and Hong Kong.

While as a Real Estate Consultant at Macdonald Realty Westmar, Wilson offered analysis, guidance, and negotiation services with a specialty in senior retirement, independent living housing, and masterplan developments, as well as residential and commercial real estate.

Concurrently, Wilson acts as the Director of Communications and Marketing at the Richmond Sentinel, a local community news media, where he develops business connections in support of the local community.  He is also on the Board of Directors of ICONNBC Business Association, a non-profit business organization that promotes traditional Canadian values and fosters dialogue in business.

Wilson holds a Bachelor’s of Business Administration from SFU Beedie School of Business, an active Real Estate Trading Services Licensing with Real Estate Council BC, and a certification for Exempt Market Proficiency.

WILSON ENJOYS

• Numismatics
• Swimming
• Squash
• Boating
• Golfing
• Spirit and wine tasting
• Travelling