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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.
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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
Birgitt Klose
Birgitt joined the team in
2020 as the Office
Manager and an
Administrative Assistant.
Accomplishments,
Experience & Interests
- Studied Arts and Science
- Tri-lingual speaking English, German and Spanish
- Enjoys travelling, reading, and spending time with family and friends
- Loves to volunteer in her community
- Has three grown children
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
Shayal Nadan
Shayal joined CCG in 2023
as an Administrative
Assistant.
Accomplishments,
Experience & Interests
- Previously worked at a
financial firm in Abbotsford - Born in Fiji and raised in BC
- Married and living in Burnaby
- Enjoys entertaining family & friends and travelling
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
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
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
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
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
Shayal Nadan
Shayal joined CCG in 2023
as an Administrative
Assistant.
Accomplishments,
Experience & Interests
- Previously worked at a financial firm in Abbotsford
- Born in Fiji and raised in BC
- Married and living in Burnaby
- Enjoys entertaining family & friends and travelling
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
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
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