Clément (Joseph) Lavoie, CFA
Clément is the President of UMC Financial Management Inc. (“UMC”) and has been with the firm since 1992, becoming a partner in 1998. As an investment professional, Clément oversees the management of each client portfolio, the approval of new investments and is responsible for the firm’s regulatory compliance regime.
Clément is registered as an Advising Representative and Dealing Representative in several jurisdictions across Canada. Clement’s registration can be verified by searching for “Joseph Lavoie” here.
Daneka-Lee has been with UMC since 1981 and became a partner in 1993. Daneka-Lee oversees the firm’s mortgage underwriting department, corporate accounting and financial statement preparation for investor clients.
Daneka-Lee is licenced as a Broker with the Real Estate Council of Alberta. Daneka-Lee’s registration can be verified here.
Lisa has been with UMC since 1987 and became a partner in 2000. Lisa oversees the firm’s administration staff, the monitoring and verification of investment security, and all investor banking transactions. Additionally, Lisa is in charge of the firm’s computer systems and works closely with Information Technology consultants to ensure that our systems are up to date and all client and firm information is secure.
Darren has been with Tara Vista Holdings (A division of UMC) since 2014 and is responsible for the day-to-day management of the real estate portion of the portfolio. Darren ensures that the properties remain in good condition, facilitates major improvements and reviews prospective tenant applications and lease renewals. Prior to working with Tara Vista Holdings, Darren was a realtor in British Columbia for 18 years.
Darren has a diploma in Urban Land Economics from the University of British Columbia and is registered as an Associate with the Real Estate Council of Alberta. Darren’s registration can be verified here.
Kyle Pederson, CFA
Kyle has been with UMC since 2011 and works with Clément in managing investor portfolios, allocating new investments and maintaining the firm’s compliance regime. Kyle is a graduate of the University of Alberta.
Kyle is licenced as an Advising Representative and a Dealing Representative in several jurisdictions across Canada. Kyle’s registration can be verified here.
Gary Bruynson, BA
Gary has been with UMC since 2011 and has 36 years of experience in performing credit analysis. As a senior underwriter for new mortgage investments, Gary is responsible for analysing new mortgage applications, reviewing renewals of existing mortgages and supervising junior underwriters.
Gary is licenced as an Associate with the Real Estate Council of Alberta. Gary’s registration can be verified here.