Our Team
Joy Case
M.Ed
VP, Real Estate and Business Development, Medici Family Office Chief A.I. Officer, Lugen Family Office (CAIO).
Joy Case is an Author, Speaker and Advisor in “New World” technologies, namely Artificial Intelligence, Blockchain and Digital Assets.
Joy’s background is rooted in Education and Real Estate. Prior to her focus on media and innovative technologies, Joy has over 15 years of experience as an educational leader in public and private schools (K-12).
She received a M.Ed. from UBC (2002) and a Real Estate License from the Sauder School of Business (2005). Her expertise includes accreditation and licensing, commercial and residential real estate. Providing education and advisory in Artificial Intelligence is her passion as she is a thought leader in the realm of utilizing emergent technologies to help solve global challenges (SDGs).
Joy serves on the Board of the U. N. Peace Ambassador Foundation.
David Nelson
BBA, CIM, CFA
Vice President, Wealth Management Services, Medici Family Office
Vice President, International Strategies, Lugen Family Office
David has over 40 years of experience providing financial services and advice to entrepreneurs and high net worth families.
These sophisticated services include integrated wealth management, retirement, investment, tax, estate planning and succession planning. He has worked for some of Canada’s most prestigious firms including PWC, KPMG, Royal Trust, Canada Trust and Great-West Life. David has also served as a fully licensed portfolio manager.
His investment focus is on alternative investments including real estate. David has advised clients on both domestic and international solutions. He also lived and worked in the Cayman Islands for several years.
David previously held the CPA, CFP and CLU designations.
Steve Edge
VP, Private Wealth
Born in the UK and raised in Vancouver’s Kerrisdale neighborhood. Steve has a business diploma from BCIT. He began his career in Calgary as a Commercial Credit Manager in the Equipment Leasing industry and later managed an Exotic Vehicle Leasing company in Toronto.
After returning to Vancouver, Steve spent a decade as a Division Manager with a major Canadian Financial Institution, before transitioning to a 15-year career as an independent Financial and Insurance Manager with Investia and Transamerica. Currently, Steve is an owner of Medici Family Office and the Vice President of Private Wealth, a position that he has held for the past six years.
Outside of work, Steve enjoys soccer, traveling, and spending time with his wife, Isabella, and their dog, Luna
Patie Johl
I was raised and educated in Greater Vancouver, where I pursued my post-secondary studies at both Langara College and the University of British Columbia (UBC). Initially, my goal was to earn a Bachelor of Science in Food, Nutrition, and Health, with the ambition of becoming a Registered Dietitian (RD). However, after completing three years of the program, family circumstances interrupted my studies.
In the years that followed, I adapted to a variety of roles, gaining experience in different fields. I explored the world of real estate and banking, with aspirations of becoming a stockbroker. It was during this time that a neighbor suggested I look into the insurance industry.
Taking that advice, I began my career as an insurance agent—and the rest is history. Since then, I’ve built a successful career in the insurance industry, leveraging my diverse background and practical skills in managing client needs and building strong professional relationships. I have qualified numerous years for MDRT (Million Dollar Round Table), The Premier Association of Financial Professionals®, comprised of the world’s leading life insurance and financial services professionals
Daljeet Singh
BCA, MCA
VP, Information Services.
Daljeet Singh is a seasoned Full Stack Developer with over 9 years of extensive experience in the tech industry. Holding a Master of Computer Applications (MCA) in Computer Science, Daljeet has developed a deep understanding of both front-end and back-end technologies, making him a versatile asset in modern web and application development.
He began his professional journey in 2012, and over the years, he has honed his skills across a wide spectrum of technologies, languages, and frameworks. His expertise encompasses the entire development lifecycle, from conceptualizing ideas and designing user interfaces to implementing complex logic and database management. Having been in the industry for nearly a decade.