Welcome to a holistic approach to wealth management

Contego (Latin): To Safeguard, to protect.

Our Vision: To be the trusted wealth management team for affluent investors seeking professional advice and the highest level of service.

Our Mission: We make a positive impact in our clients’ lives by building long lasting relationships and tailoring solutions to protect and enhance their wealth over their lifetime.

Where we begin, depends on where you want to end up.

Our role extends far beyond investment advice. Our holistic approach to wealth management has a strong focus on planning; retirement planning, tax/estate planning, charitable giving/legacy planning are all areas we dive into before talking about investments. We like to develop a deep understanding of your unique financial situation, and develop a bespoke financial plan which lays out how, and when, you will achieve your financial goals. Once we have a strong understanding of where you want to end up, we then develop an investment portfolio to get you there in the least volatile, and most tax-efficient way possible. As registered discretionary Portfolio Managers we have access to, and incorporate many of the “different” investment strategies employed by pension and endowment funds for decades. It is our fiduciary duty to you, our client, to consider these numerous asset classes when constructing our portfolios. At Contego, our investment philosophy has never been defined by the traditional. We are indeed not like everybody else.

COMPREHENSIVE PLANNING

There’s more to your financial life than just investments. Comprehensive planning encompasses an in-depth review and analysis of all aspects of your financial life – to help you see the big picture and enable us to personalize a plan for addressing every detail.

Retirement Planning

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Estate Planning & Strategic Charitable Giving

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Risk Management

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Transferring Your Account

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Investment Protection

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Cross Border Services

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Seeking Cash Management

We understand that there should be no compromise when it comes to your financial future. That’s why we work diligently to serve as the ultimate steward for your wealth, simplifying life’s complexities with a full spectrum of strategies for a tailored plan that we believe is the only one you’ll ever need.

Get to know Our Team


Trevor Johnson
Trevor Johnson, CIM®, FMA
Senior Wealth Advisor, Portfolio Manager
Greg Roscoe
Greg Roscoe, CIM®
Senior Wealth Advisor, Portfolio Manager
Garry Heidinger
Garry Heidinger, CIM®
Senior Wealth Advisor, Portfolio Manager
Amber Lau
Amber Lau, CPA, CMA, CFP®
Financial Planner
Karol Phillips
Karol Phillips
Senior Financial Advisor Assistant
Shari Braun
Shari Braun
Senior Financial Advisor Assistant
Courtney Young
Administrative Assistant

STRUCTURED Process

Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.

ANALYTICAL Insights

We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.

PERSONALIZED guidance

We are well-versed in addressing individual needs, and applying our specialized knowledge to the financial matters and issues specific to you.
The real pleasure of one's life is the devotion to a great objective of one's consideration.
George Bernard Shaw

Information & insight

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Watch our latest Client Insights webinar.
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