Our Team

Coby Saran

CEO/CCO/UDP

Coby joins CPI after more than two decades in the Wealth Management industry gaining experience working with Brokerages, Chartered banks, and Federal credit unions. He has a true passion for helping investors gain access to alternative investments and helping support small businesses as they grow.

In 2005 he joined Edward Jones in the brokerage division, starting as an apprentice and working his way up to an Investment Representative running his own office in White Rock, BC. In 2008 moved to CIBC and worked as a financial advisor working in capital and credit markets. In 2011 he moved to Coast Capital Savings Federal Credit Union as a Financial Planner and spent over a decade building a book to 125 million dollars. Coby is also a Director of a Not-for-Profit organization which focuses on helping raise money for student scholarships and counselling sessions for people dealing with grief.

Coby graduated with distinction from Aston Business School (London, UK) with a MBA specializing in finance. He also holds a Certified Financial Planner (CFP) certificate, Chartered Investment Manager (CIM) certificate and is Fellow of the Canadian Securities Institute (FCSI).

Warren Gray

Vice President

Warren Gray leads our dealing representatives as VP of National Sales with over 10 years in alternative investment experience. As a specialist in private market investments, Warren finds tailor-made investments to fit the unique needs of his clients, and has experience with multiple asset classes, with a keen interest in real estate and value-add developments.

Warren is a professional exempt market dealer representative and holds a Master of Science majoring in Marine Phylogenetics and Marine Exploratory Physics from the University of Southampton, UK.

Prior to transitioning into the private equity markets, Warren spent several years working in marine science positions around the world, including contracts with the government of Thailand.