about-us

Team

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Clément (Joseph) Lavoie, CFA

Bio

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.

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Daneka-Lee Puech

Bio

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.

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Lisa Puech

Bio

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.

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Darren Chinchilla

Bio

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.

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Kyle Pederson, CFA

Bio

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.

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Steve Domingues, BComm

Bio

Steve has been with UMC since 2018 and has extensive experience in commercial banking underwriting new loans. Steve is responsible for the analysis of prospective mortgages, underwriting process for new mortgages, and reviewing renewals of existing mortgages in the portfolio. Steve is a graduate of Ryerson University with a Bachelor of Commerce degree. Prior to joining UMC Financial, Steve worked at Scotiabank in the commercial banking department for eight years.

Steve is licensed as an Associate with the Real Estate Council of Alberta.  Steve’s registration can be verified here.

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Chad Irving

Bio

Chad has been with Tara Vista Holdings (A division of UMC) since 2018 and is responsible for the day-to-day management of many of the real estate properties in the portfolio. Chad works diligently to keep the properties in excellent condition, arranges for the necessary building improvement, works with existing tenants on lease renewals, and prospective tenants on new leases. Chad is a graduate of Thompson Rivers University and has had extensive experience conducting strata property management before working with Tara Vista Holdings.

Chad is licensed as an Associate with the Real Estate Council of Alberta.  Chad’s registration can be verified here.

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Ajay Aggarwal, BComm

Bio

Ajay joined UMC Financial in 2019 and works with Clément and Kyle in managing investor portfolios and maintaining the cash flows for the UMC Mutual Fund Trust and UMC Real Estate Fund on a daily basis. Ajay is a graduate of the University of Alberta with a Bachelor of Commerce degree and currently a level 3 candidate in the CFA program.

Ajay is licensed as a Dealing Representative in several jurisdictions across Canada. Ajay’s registration can be verified here.

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Douglas Catt

Bio

Doug has been with Tara Vista Holdings (A division of UMC) since 2021 and is responsible for the day-to-day management of many of the real estate properties in the portfolio. Doug works diligently to keep the properties in excellent condition, arranges for the necessary building improvement, works with existing tenants on lease renewals, and prospective tenants on new leases. Doug is a graduate of Northern Alberta Institute of Technology’s Hospitality Management Program and has had experience managing hotels before working with Tara Vista Holdings.

Doug is licensed as an Associate with the Real Estate Council of Alberta.  Doug’s registration can be verified here.

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Waqas Arif, BComm

Bio

Waqas has been with UMC since 2014 and is responsible for the day-to-day accounting of all real estate holdings in the portfolio while also overseeing the monthly and quarterly reporting for investors. Additionally, Waqas is in charge of preparing the yearly budgets for all real estate properties and periodically updating them. Waqas has a Bachelor of Commerce degree and he is currently a CPA candidate.

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Jennifer Yang, BBA

Bio

Jennifer joined UMC Financial in 2012 and works alongside Waqas in the accounting department of the firm. Jennifer is responsible for supporting the full cycle accounting system, processing journal entries, preparing the monthly and quarterly financial statements for investors, and assisting with the accounting for real estate properties when required. Jennifer is a graduate of Northern Alberta Institute of Technology with a Bachelor of Business Administration.

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