
BOARD OF DIRECTORS
Who are we?
We are a group of professionals who have deliberately chosen to establish an independent trust company, free from the influence of large institutions and their inherent conflicts of interest. This independence ensures that our guidance is unbiased, tailored to each client's unique needs, and always in their best interest. Our loyalty remains solely with our clients, allowing us to act with integrity and transparency.
Our mission is built on a foundation of integrity, transparency, and unwavering veracity. With a passion for delivering exceptional client experiences, our team of seasoned professionals is committed to earning your trust.


Brian Peterson, BScEcon, DULE
Chair and Director
Brian Peterson is a seasoned professional with over 15 years of experience in operating trust company businesses in British Columbia. He founded Community Western Trust, now Truvera Trust Corporation, and also owns and operates a successful mortgage brokerage firm. Brian's extensive background in banking and trust administration, coupled with his education from the University of Victoria and the University of British Columbia, make him a valuable asset to any organization. He has also served as President of the Mortgage Brokers Association of British Columbia, President of the Mortgage Brokers Institute of British Columbia, and as a Director of Mortgage Professionals Canada.

Samantha Gale, BACrim, LLB, LLM
CEO and Director
Samantha Gale is a highly qualified regulatory expert with extensive knowledge in mortgage and real estate issues, lending practices, and finance law and regulation. With a Master of Laws from Osgoode Hall Law School, specializing in banking and financial law, and a law degree from the University of British Columbia, Samantha has a deep understanding of Financial Transactions, Trusts and Estates. As the former CEO of the Canadian Mortgage Brokers Association - BC and the Mortgage Brokers Institute of BC, she has a wealth of experience in the Canadian mortgage and finance industry. Samantha's expertise shines through in every conversation, making her one of the most knowledgeable figures in the field. She also played a prominent role in the Cullen Commission, advocating for modernized legislation with balanced rules that serve their intended purpose. Much of Samantha's expertise stems from her 15-year stint with the BC Financial Institutions Commission (FICOM, now BCFSA), a regulatory agency of the province’s Ministry of Finance, which gave her the opportunity to take a “deep dive” into various statutes and legal issues.

Frank Chong, MBA, CIP
Director
Frank Chong is an experienced financial services regulatory expert. He is currently the Senior Vice-President, Risk and Finance, at Stabilization Central Credit Union. He works with credit unions on issues pertaining to mergers and acquisitions, risk management, governance, strategy, and regulatory compliance. Frank also held senior executive and advisory roles at the BC Financial Services Authority (BCFSA), including Vice-President and Deputy Superintendent, Regulation. During his time as a Financial Services Regulator, he managed various financial institutions’ regulation and supervision teams. Frank was accountable for statutory approvals, policy initiatives, risk surveillance, regulatory reporting, supervisory support, and deposit insurance operations. Frank has recently been appointed to the position of chair of the Vancouver Police Board. He holds a Master of Business Administration and a Chartered Insurance Professional designation. He is also a PhD (Finance) candidate with Bayes Business School, City, University of London.

Michael Deane
VP of Corporate Services & Director
Michael Deane has a long track record in the financial services and investment banking sectors, with an unparalleled expertise in foreign exchange services. He is currently the CEO of CapM Securities Corp. Prior to this, he was the Managing Director at Creation Wealth Capital. He started his career at TD Bank in 1997. Michael worked at Bank of America and then joined Bank of Ireland, Canada as the CEO of the Canadian Division. After his time as CEO, Michael moved on to ITG Canada, as the VP of Foreign Exchange Sales/Trading. Michael’s 25-year career had him advise both domestic and global clients on a broad range of investments across various sectors.

Sydney Au
Director
Sydney Au brings experience and knowledge across a number of sectors and industries. As a former portfolio administrator with a major Canadian bank’s Wealth Management Division Mr. Au has been involved in both the compliance and analytical aspects of diversified portfolios. This has led him to become a M&A business specialist in the structuring of private and public companies. In this capacity he has demonstrated leadership, and provided guidance as a director/officer/advisor on boards across a wide range of industries.

Barry J. Bergstrom, CPA, CMA
Director
Mr. Barry J. Bergstrom, has been a Chartered Professional Accountant, Certified Management Accountant and Senior Executive with 40 years of experience across the mining, oil and gas, and natural resource sectors. He has acted in various senior officer and management roles for both private and large public companies, in addition to heading up the investor relations and corporate development functions.

Andrew Clauson, BBA, CFA®
Director
Andrew Clauson is an expert in the financial analyses of financial institutions, financial modelling and forecasting, and developing risk mitigation strategies. He earned a Chartered Financial Analyst designation in 2014, and started his career at FICOM (now BCFSA) in the Financial Institutions Division as an analyst, supervisor and later a director. He has since worked for a BC credit union developing a program for risk oversight, among other responsibilities, followed by work for private corporations providing guidance and developing architecture for financial analyses programs. Andrew is presently the president of PRO Financial Solutions, managing a team of 10 and leading the execution of the company’s growth strategy.