HSBC is one of the world’s largest banking and financial services organisations. We serve more than 38 million customers through four global businesses: Retail Banking and Wealth Management, Commercial Banking, Global Banking and Markets, and Global Private Banking. Our network covers 66 countries and territories in Europe, Asia, the Middle East and Africa, North America and Latin America.
Province Residing: British Columbia
Karim Allibhai
Karim is a Portfolio Manager at Odlum Brown Limited. Karim works in a team alongside Vice President, Director, and Portfolio Manager Ian Robertson. They offer responsible investment portfolio management services to high net worth clients, integrating environmental, social and governance (ESG) considerations into portfolio construction and into the voting of clients’ proxies. Karim’s role focuses on providing value-added services with a focus on financial and tax planning.
Community service is also important to Karim. He has volunteered at Junior Achievement BC since 2015, educating young people about business.
Stephen Whipp
Feeling shut down when you ask your advisor about the environmental record of companies you invest in? Been told you can’t make money investing responsibly? Uncomfortable about your hard-earned money being used to undermine the things you hold most dear?
We can help.
Responsible investing is not a sideline for Stephen Whipp Financial – it’s the only way we do business. We were early adopters and remain one of the few retail advisor teams in Canada to offer this level of dedicated knowledge and expertise.
We weigh more than short-term financial performance when assessing potential investments. We look for liabilities such as human rights violations, unethical governance or unsustainable environmental practices. These are risks to be factored into investment choices, along with the financials of a company. We look for strengths in the same areas, as we see them as indicators of a company’s long-term viability and sustainability. It’s a disciplined strategy that’s about managing your money without compromising your values.
This is activist investing with a long view. To preserve and protect the things most important to you. Not undermine them. Connecting the dots between what your money is doing and what you value for yourself, your family, the broader community and the planet.
Kellyanne Yep
Our business is rooted in impact and legacy. I invest with a purpose, and our team is perhaps best known for our institutional, “smart money” approach to investment management. We work with executives, families and private foundations across Canada and the USA to build, preserve and protect client capital.
If our purpose-led investment approach is our why, then our client servicing is our how. Your satisfaction is of the utmost importance to us. We pride ourselves on being proactively accessible to the individuals we work with 24/7, so you can focus on furthering your success and building your legacy.
For us, delivering outstanding service is as paramount as outstanding investment results.
TEAM AWARDS AND ACCOLADES:
★ Canada’s Top Wealth Advisors & Women Wealth Advisors, The Globe and Mail
★ Canada’s Top 50 Advisors, WP
★ 5-Star Advisors, Western Canada, WP
★ 5-Star Leading Women in Wealth, WP
★ Advisor of the Year, Alternative Investments, WP
★ Female Trailblazer of the Year, WP
★ National Client Dedication Award, CG Wealth Management
Rhonda Sherwood
I help professional women & their families who are ready to free themselves from the stressful burden they feel about their money. Together, we will plan your finances around the life you want to live. We will create a plan that’s designed for your attitude towards risk and most importantly about the life you want to lead.
Ian Robertson
Ian is a Portfolio Manager, Director, and Vice President of the Firm, and is a member of Odlum Brown’s Executive Committee. Prior to joining Odlum Brown in 1997, he spent five years with the Federal Government, where he held several positions with a financial or economic focus – including postings in Ottawa with the Department of Finance and the Department of Foreign Affairs.
Ian has completed the CFA designation, which is focused on global investment knowledge, professional standards and ethics. As a Portfolio Manager, he is able to use that knowledge in helping clients meet their financial goals through Portfolio Managed Accounts (PMA).
Rick Morson
Following an educational approach to managed money and focusing on how the different investment styles and disciplines complement each other to reduce risk, allows you to stay fully invested when you need to be.
Rick Morson has been an Investment Advisor on Vancouver Island for over 30 years. He has been proud to call the Comox Valley home for the past 22 years. Rick believes in contributing both personally and professionally to the remarkable Comox Valley.
As an Investment Advisor, Portfolio Manager Rick specializes in income oriented investments and has a diverse portfolio of private and public-sector clients. He takes an educational approach to advising his investors and clients. Over three decades of experience has taught Rick that the most successful investors are those who participate in the process and take advantage of learning opportunities.
As Rick designs a plan based on your values, he also applies those principles to your investments by offering responsible investment options. Responsible investment is the integration of environmental sustainability, social responsibility and corporate governance factors (ESG) into the selection and management of portfolios. It’s about managing risk to long-term shareholder and stakeholder value by analyzing ESG factors alongside of traditional financial ratios and research.
Rick believes responsible investments will allow his clients to leave a greater legacy for their children and grandchildren. It also provides him, in his role as your Investment Advisor, an opportunity to advise, educate, and leave the world a better place.
Russ Lazaruk
I believe that successful investing is more than just a numbers game. As a leader in both the non-profit and business sectors, I have learnt that building and growing a sustainable enterprise requires the integration of financial & economic considerations with environmental, social and governance (ESG) issues.
My investment career began over 25 years ago after a diverse background of farming, forestry and soldiering. I have worked with boutique investment dealers, a major Canadian bank owned dealer and a Global Investment Bank. I am currently a Managing Director & Portfolio Manager of a multi-family office and Investment Counsel. Previously I have served as a branch manager and associate director responsible for teams of advisors which added to my broad career experience and skills. Nevertheless, the well-being of my clients is, and always will be, my primary focus.
All of my clients benefit from a systematic process that allows me to assess their needs and build a plan that will guide them to their goals. In doing this I take into account their personal values that may affect their investment choices. The investment process is no less rigorous and integrates financial analysis with ESG considerations.
I hold the Chartered Investment Manager (CIM) and Fellow of the Canadian Securities Institute (FCSI) designations from the Canadian Securities Institute. I have also earned the Responsible Investment Specialist (RIS) and Responsible Investment Advisor Certification (RIAC) from the Responsible Investment Association and PRI Academy.
Work aside, my community volunteering keeps me active as chair/director (current & past) of a number of Greater Victoria organizations including Camosun College, Garth Homer Society, Duke of Edinburgh Awards Society, the Saltspring Island Advisory Planning Commission (Islands Trust), and Greater Victoria Public Library. I am also a Rotary Club member.
Graham Isenegger
We believe investors should not have to sacrifice their core values to meet their financial goals, so we created the Blue Heron ESG Leader Portfolios to offer Responsible Investing to our clients.
The flexibility of the AMA discretionary managed portfolio system has allowed us to be innovative in our thinking and launch these portfolios that focus on sustainable investing. In a dynamic, interconnected world, there is no “simply getting rid of stocks, bonds or investment funds that are unethical or morally ambiguous,” We developed tough screening criteria – our Blue Heron Investment Principles – which constitute a methodology to remove subjectivity from our Environmental Social and Governance (ESG) screening and create a reasonable, objective, and repeatable means to identify better companies and build better portfolios.
Our financial planning approach starts by listening. We want to achieve a full understanding of where you are, and where you would like to go. We work with our clients to develop a meaningful plan for them. We listen, to identify key issues and help you to understand the options available. From this we guide you through the process to make better informed decisions.
We have the scale, flexibility and independence to tailor solutions just for you.
Janine Guenther
I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.
I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.
One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!