Guidance.Discipline.

Louis joined Argus Wealth Management Limited (AWM) in October 2007 as an Assistant Vice President of Operations and progressed to his current leadership role as Head of AWM in April 2023. He previously worked as an Analyst at Cidel Bank & Trust in Barbados where he gained extensive knowledge and experience in banking, investment administration, and fund management. Prior to joining Cidel in January 2006, he worked for several years as an Examiner with the Bank Supervision Department of the Central Bank of Barbados. Core responsibilities included bank surveillance and regulation.

Louis holds a BSc. (Hons) in Economics and Accounting from the University of the West Indies in Barbados, and a MSc. (Distinction) in Banking and International Finance from the Bayes Business School (formerly Cass), City University in London. Louis is a Chartered Financial Analyst (CFA®) charterholder and is a member of the Bermuda CFA Society. He is also a registered Chartered Professional Accountant (CPA) in British Columbia and Bermuda. Louis currently serves on various management committees including investments, risk and asset liability management within the Argus Group.

Louis enjoys family time with his wife and daughter. In his spare time, he is an avid golfer and has an interest in art.

Angela joined the Argus Group in June 2016, bringing to the team an extensive background in both banking and adult education. Prior to joining AWM, her banking career spanned 30 years.

Angela’s parallel career in adult education includes: Working as the Head of Training for the Government of Bermuda and delivering workshops in professional and personal development from the Franklin Covey suite of course work, both within the banking community as well as independently.

Here at Argus, Angela provides customized educational workshops for employers, pension members as well as charities on the Pension Legislation, Market updates and pension products and services. She works directly with the full Investment management team to ensure that Argus Pension Investment products and services are meeting the needs of our clients.

Angela has an active family life and enjoys community engagement both professionally and personally.

Wen joined Argus as the Head of Investments in October 2021, assuming the primary responsibility of managing the balance sheet assets that support Argus' insurance business. Recently, her role has expanded to include overseeing the private client business of Argus Wealth Management Limited (AWM), highlighting her growing influence and importance within the company.

With over 15 years of experience in portfolio and risk management, Wen’s distinguished career includes notable positions at TD Bank Financial and Manulife in Canada, where she developed asset allocations, investment, and hedging strategies for portfolios ranging from $7 billion to $20 billion in assets.

Wen holds a Master of Finance from the Rotman School of Management, University of Toronto, and a BBA (Honours) from the Schulich School of Business, York University. She is also a Chartered Financial Analyst (CFA®) charterholder and volunteers as a mentor in the Toronto CFA Society. Recently, she received a Certificate in ESG Investing from the CFA Institute.

Beyond her professional endeavours, Wen loves spending time outdoors with her husband and two boys. She is an avid hiker, runner, and CrossFit athlete.

Rachael joined Argus Wealth Management Limited (AWM) as a Wealth Manager in June 2024, assuming the primary responsibility of managing client relationships for the private wealth business. Rachael gained extensive experience managing relationships and risk while working as an underwriter for nearly 20 years in the Bermuda Reinsurance industry. She holds numerous insurance designations, including CPCU, ARe, and AU. Rachael is currently pursuing the Certified Financial Planning (CFP®) certification education program at The College for Financial Planning, a Kaplan company. Rachael holds a Bachelor of Science in Nutrition and Biology from Acadia University, Wolfville, Canada.

Outside of work, Rachael enjoys cooking, traveling, reading nonfiction, and socializing with her friends and family. She is actively engaged in the community and regularly volunteers at Meals on Wheels.

Julanda joined Argus Wealth Management in November 2022, bringing to the team a wealth of knowledge and experience from the financial sector. With almost two decades of experience in the banking industry, Julanda has held a variety of leadership roles within operations, retail, wealth, fund administration and compliance.

It’s through such roles that Julanda was able to take full advantage of work and training opportunities outside of Bermuda. Specifically referencing experiences in Hong Kong, Malaysia, India and the US, as having the most impact on her professional journey.

In her spare time, Julanda enjoys reading, supporting local sports and spending time with her family. She also holds a keen interest in local philanthropy and plans to one day launch her own foundation to focus on teaching women about the benefits of mental health treatment.

As Senior Operations Manager for AWM, Julanda’s responsibilities include oversight and management of the business operations, as well as management of key vendor relationships.

Katherine joined the AWM Team as a Client Management Representative in September 2022. She commenced her career in finance and investments with Cidel as an intern in July 2017 and progressed to an Administrator in the Client Services department from August 2018, where her keen analytical eye was appreciated in efforts to improve the operations of the department.

Katherine holds a Bachelor’s in Management from The University of the West Indies, Cave Hill Campus.

In her spare time, Katherine enjoys being in the gym, trying new cuisines and experimenting in mixology with her husband. She can also be found in the Violin section of the Barbados National Youth Symphony Orchestra.