Money doesn't grow on trees.
It grows with us.
Brett Creed
Senior Wealth Advisor | CFP, CIM
After 26 years in the investment industry, Brett is proud to have clients all over BC and across Canada. It is always his pleasure travelling to see them. In 2012 he transitioned his business to National Bank Financial and works closely with industry leaders as well as Charitable Foundations. Outside of work Brett enjoys many outdoor activities such as skiing, biking and boating with his family and friends.
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Brett is a founding partner of our team and works to ensure clients are achieving their financial goals with effective modern strategies to wealth management.
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He completed his BA at UBC and has gone on to earn his Chartered Investment Management (CIM) designation and is a Certified Financial Planner (CFP).
Brett oversees our overall business direction to ensure clients are achieving their financial goals with effective modern strategies to wealth management.
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Born and raised in West Vancouver. He resides there with his wife Danielle and his three children. After competing in the Commonwealth Games for swimming, Brett couldn’t stay away from the water and keeps active with water sports and power boating with his kids.
JEFF RIVETT
Senior Wealth Advisor
Portfolio Manager
CFA, CIM
Jeff started his career in wealth management in 2007 where he joined Brett Creed in building their business. Moving in 2012 from a global wealth management firm to National Bank Financial he has continued to work with successful families, business owners, pension funds and foundations.
He earned a BA from SFU and went on to become a Chartered Investment Manager and a Chartered Financial Analyst charter holder. This designation is considered the pinnacle of knowledge and expertise for the investment industry.
Jeff is a key part of the Creed Group providing our clients with tax efficient portfolio construction and ongoing portfolio management focusing on downside protection and capital preservation.
He grew up in White Rock and received a scholarship for college football in Tennessee. He later returned to Vancouver via Calgary and now resides in White Rock.
Anisa Muljiani
Senior Wealth Associate | PFP
Anisa has been in the financial services industry for over 30 years, starting her career in the banking sector. During this time, she earned her Personal Financial Planning designation. She moved to the investment industry in 2000 and continued to build her knowledge and experience, earning the Certificate in Advanced Investment Advice.
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She has always enjoyed working with people, learning about them, and helping them reach their goals. In her previous roles, Anisa has worked closely with individuals and families, guiding, developing, and implementing their investment strategy as well as their retirement, estate, and life planning strategies. She also served as a conduit between professionals such as accountants, bankers, and lawyers to help coordinate solutions.
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On a personal note, she enjoys watching a good Formula 1 race, being outdoors, spending time with family and friends, and keeping herself busy volunteering.
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Anisa will be working alongside Brett and Jeff to provide our clients with exceptional service and proactive financial planning solutions.
PETER SLAVKOVSKY
Wealth Offering Manager
Peter was born in Slovakia and after earning his master's degree in economics and management from the University of Economics in Bratislava, moved to Canada in 2018.
During his studies, Peter worked for the global accounting firm PricewaterhouseCoopers as well as the leading business consulting company, BDO.
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Peter is currently pursuing his CFP (Certified Financial Planner) designation and has his life insurance license. He is working alongside Brett Creed to develop comprehensive financial and estate plans for our clients.
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Peter is a "semi-retired" triathlete, has competed in the Xterra World Championships in Maui in 2019. He also placed first in the sprint distance of the Whistler X Triathlon in September 2021.
When he’s not doing loops around Stanley Park, he’s swimming or skiing/biking the local mountains.
Zachary Der
Senior Wealth Associate
Zach joined the Creed Capital Management group in 2023. He brings 12 years of experience in the wealth management industry with a focus on client servicing and providing comprehensive investment advice.
Zach graduated with a BCOM from UBC and has recently completed the Chartered Investment Manager (CIM) designation. He will look to apply his knowledge and expertise working closely with Anisa and Jeff to conduct client portfolio reviews and discussing investment strategy.
Zach grew up on the north shore and resides in Burnaby with his wife and two children. When he’s not busy chasing the kids around the neighbourhood, Zach can be found playing golf, soccer or skiing on the local mountains.
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JEFF SHUFELT
Wealth Advisor & Portfolio Manager
CIM | CMT
Jeffrey began his career in the financial industry in 1998, with National Bank Financial after moving from Ontario.
Prior to joining NBF, Jeff completed his BA at University of Western Ontario and has since earned his CIM designation in 2003.
His main role within the Creed Group is focused on investment management and security selection based off technical analysis.
In his free time he runs, skis and golfs although his priority is tending to his overactive dog.
ANGEL PAYUMO
Associate
Angel Payumo began her career in the financial services industry in 2014 and has been in wealth management since 2019. She is working towards becoming a licensed investment representative and taking care of all client administrative needs.
Angel grew up in Vancouver and in her spare time she enjoys doing yoga, spending time outside, trying new restaurants and travelling to different destinations.
SUE SHOKAR
Wealth Associate
Sue started her career in 1981 with a leading investment firm in Toronto heading their foreign exchange desk. She then worked at one of Canada’s top investment banks until moving to National Bank.
She joined the Creed Capital Management Group in 2012 and brings her in-depth knowledge of banking and investing operations. She is the go to for all client enquiries and has the responsibility of coordinating the management of our client relationships.
Sue was born in northern India where she spent most of her childhood and immigrated to Canada when she was 9. She now resides with her husband Dave in Vancouver. She enjoys baking and travelling to less explored parts of the world.
ROSA MAGHSOUDLOO
Associate
Rosa began her career in the financial services industry in 2018 while pursuing a degree from the Sauder School of Business. She graduated in 2021 with a major in finance and accounting and a minor in law. She is actively working towards her CFA to further explore her passion in the world of finance.
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Throughout her time at UBC and prior work experience, Rosa found a passion for creating value for clients. She is centered around building strong client relationships and guiding people toward their financial aspirations.
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Rosa enjoys exploring nature while boating, paddle boarding, and hiking on weekends. When time permits, she loves travelling the world and immersing herself in new cultures.
Phillip Mak
Wealth Associate
Phillip brings over 17 years of experience in the financial services industry to his role with the Creed Capital Management Group. He joined National Bank Financial in 2023 and works alongside Brett and Jeff with the goal of helping clients achieve a better financial future through counsel on all aspects of their personal finances while offering portfolio management and wealth advisory services to high net-worth individuals and families, business owners and corporations.
Originally from Toronto, Phillip began his career on Bay St. in the securities trading and private banking sector. He later transitioned to the asset management industry and relocated to Vancouver in 2012 to manage and advise retail and institutional client relationships across Western Canada on portfolio strategies for some of the world’s largest investment firms including iShares by BlackRock, WisdomTree, and CI Financial Inc. He earned his Bachelor of Business Administration degree from the University of Toronto and is currently pursuing his Certified Investment Management Analyst (CIMA®) designation.
When he’s away from the office, he enjoys spending time with his wife and daughters. He can also be found exploring the local waters, pursuing his lifelong passion of fly fishing, photography, and videography.
Interested in meeting us?
Please get in touch to schedule an initial meeting.