Province Licensed In: British Columbia
Roel Olay
I help individuals & families manage their wealth and make smart financial decisions. I’m also a keen shutterbug and a Business of Sports enthusiast.
Mark Thompson
At Thompson Private Wealth Management of RBC Dominion Securities we offer Full Service Wealth Management including customized ESG and SRI portfolios. In addition to Investment management we offer Financial Plans, Retirement Projections, Advanced Philanthropic services and Business Succession solutions. We also cater specifically to US Citizens living in Canada as well as Snowbirds.
Michael Higgins
For more than 20 years, Mike and his team have worked with individuals, families and institutions to preserve and grow their wealth in a prudent and responsible manner. We take a comprehensive approach to wealth management; one that is responsive to our clients’ needs and reflects their beliefs and ethics. The result is a wealth management philosophy that provides our clients with the comfort they seek and the income they need.
Our clients understand the need to provide for their goals today, but also see the importance in considering the next generation when it comes to managing their wealth. Whether it’s providing for loved ones or the charitable causes dear to them, our clients can be confident their wealth management plan ensures the legacy they want to leave
Kimberly Beaton
Kimberly believes that successful wealth management begins with helping clients to understand their goals, not just in financial terms, but in life terms. Her primary objective is to build long-term wealth for her clients. To this end, she builds her clients financial plans and investment strategies aligned with their values to put them on a path to achieving their goals and finding financial security. Risk management through responsible investment is an integral part of her investment philosophy.
Kimberly has over 15 years of experience in finance and economic policy. Prior to joining Scotia Wealth Management, she spent almost ten years at the International Monetary Fund where she advised countries on policies to foster economic and financial stability. Notably, she served as Senior Advisor to the Executive Director for Canada, Ireland, and the Caribbean, in which capacity she contributed to Canada’s global policy leadership. Kimberly also worked for several years at the Bank of Canada where she was the senior economist working on the United States at the height of the financial crisis. She holds a Master of Arts in economics from Queen’s University and a Bachelor of Commerce, Honours Economics (First Class) from Saint Mary’s University.
Kevin Zakus
Gleb Troubetskoi Pl. Fin. CIWM
I’m a human, just like you.
And I’m dedicating my life to making this world a better place for my family, for yours and for all life on earth. I do this by helping positive change-makers and conscious consumers secure their financial freedom, in alignment with their values, so that together, we can focus on making this world a better place, for all.
I accomplish that by applying a rigorous process that starts by listening and understanding your needs, values, aspirations and concerns and ends in a follow-through of the action plan so that your life adventure is full of meaning, freedom and success; without a doubt.
If our values align, I can help you:
1. Get a sense of certainty in your today and your future by getting a complete Wealth Plan done for you.
2. Reduce or Eliminate anxiety associated with market fluctuations by enhancing your traditional portfolio of stocks and bonds with Alternative investments.
3. Align your money with your values without sacrificing your Rate of Return, through SRI (Socially Responsible Investments).
4. Get more from your business through smart business planning.
My experience of over a decade, dealing with more-or-less complex people, couples, families and financial situations, has taught me 3 inalienable truths:
1. It’s not because a problem is complex that the solution must be complicated.
2. Managing wealth with short term view, creates short lived results.
3. Shit happens. Be ready.
In today’s world, life comes at you very fast. And regardless whether you’re looking to build a bigger next egg, plan to retire, protect lifestyle at all stages, create a legacy, or sharing-caring with your community; life changes and market movements can alter and sometimes derail those plans. Whatever your situation, being prepared is the only thing that can provide independence, flexibility and comfort through those changes. Are you prepared?
Jordie Hutchinson, CFA
At Edward Jones, we believe our business is personal . We look at your individual needs first so we can develop a strategy to help you achieve your long-term financial goals. So, whether you want to plan for retirement, save for university, reduce your tax bills or ensure you have income cover your expenses, you can expect personalized service and long-term investing strategies instead of the latest investment fads. Contact me today to help develop an investment strategy that makes sense for you.
Paul Borisoff
Paul Borisoff, Portfolio Manager and Investment Advisor, has been helping individuals and organizations meet their investment objectives for more than 30 years. As an Accredited Investment Fiduciary Professional – Paul is professionally committed to acting in his clients’ best interests at all times. Paul also earned the Canadian Investment Manager (CIM) designation, and has been a discretionary Portfolio Manager since 2007. He is also a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the most exacting standards for industry experience, advanced education and solid endorsement from their peers.
Clients benefit from Paul’s experience, knowledge and honesty – and also from his extremely disciplined approach to constructing and monitoring portfolios that generate reliable income year after year. Since 1992 Paul has worked with successful individuals and their families – helping them plan their eventual transition into retirement. Paul has considerable expertise in designing effective “income” investment strategies that seek to deliver consistent returns.
Since 2008 Paul has managed the discretionary Diversified Income Portfolio which seeks to exploit opportunities in Canada’s Convertible Debenture market, discounted Closed-End Funds, and a number other areas often ignored by institutional investors.
There is growing evidence that Socially Responsible Investing (SRI) reduces risk and leads to superior long-term financial returns. Paul is one of a small number of “Certified Responsible Investment Experts” in Canada and holds the Responsible Investment Advisor Certification (RIAC) designation. Paul believes that it is a positive development that SRI solutions are starting to gain significant interest from investors of all types. Paul manages the discretionary SRI Core Income and Growth Portfolio to capitalize on opportunities in this area.
Matt Ewonus
We’re a caring, dedicated team of experienced advisors who’ve been serving Communities in British Columbia for over 30 years.
We believe it’s never too late to start planning for tomorrow. We know that even the smallest of steps can make a big difference. We’re here to help. From personal financial planning and investment advice to ensuring the health and security of businesses and their owners, we’re the team you can count on.
Your goals are our goals. Why? Because when you win, we win. It’s that simple. You getting ahead, realizing your goals, achieving financial security and freedom is our incentive to always go the extra mile.
What does that mean for you? It means we’ll never recommend something that you don’t need and/or can’t use. It means making sure the advice, support and investment options that we give you are what you need to reach your goals.