Ross has been involved in the financial services industry since 1981. In 1993, Ross started work with Assante Capital Management Ltd. as a Senior Financial Planning Advisor. Prior to joining Assante, Ross was with the Ontario Civil Service Credit Union for five years and a major bank and trust company for another eight years.
Ross’ education includes a B.A. (Trent University) and a B.A.S. (York University). Designations include his CFP (Certified Financial Planner) and R.F.P. (Registered Financial Planner). In addition, Ross is securities licensed and has his Level II insurance license.
Ross’ professional memberships include the Social Investment Organization, the Canadian Centre for Ethics and Corporate Policy and the Institute of Advanced Financial Planners.
Ross offers a comprehensive financial planning service that will enhance client well being. This includes investments, retirement planning, insurance and estate planning. Investments will be recommended based on the client’s goals and investment philosophy including socially responsible investments.
Marketplace Access: Ri Advisor
Shane Borthwick
At Impact Wealth, we are a design firm. Our mission is to help people create, protect and use wealth to design a better future for their family, their community and the planet.
To do that, we have developed our 360° Impact™️ process that aligns our clients’ goals and values with leading investment, insurance, and employee benefit solutions that get results. We identify gaps clients are often unaware of and offer solutions they may not know exist.
Serving as their personal CFO, or central family office, we future-pace our clients, preparing them for things like retirement or business succession, and make sure they’re prepared for any unexpected events as well, such as an accident, illness, or business bankruptcy.
Sustainable, responsible investing is at the core of what we do; it’s been that way since day one. Our strategy has proven to both reduce risk and improve long-term performance at the same time.
To reinforce our commitment to financial, social, and environmental stewardship, in 2020, we began our journey to become the first certified Benefit Corporation or B Corp wealth advisor in Atlantic Canada. B Corps are driving a global movement of people who use business as a force for good.
Get in touch to receive your introductory kit and schedule an initial call to find out how we can help design the future you have in mind – because your future depends on what you do today.
Petra Remy
“What’s Your Story”
While you Steer your Career or Business
Who’s Steering your Finances?
Changes in the financial world happen fast. Filtering through the noise and anticipating market fluctuations is job that no hard-working professional has time for. While you dedicate your time to professional growth in your field, the Remy Investment Group will stay at the front lines of your financial plan, and help you reach sustainable growth with a complete wealth management strategy.
Financial management has become increasingly complex. With so many different aspects of personal professional finance to manage it is essential to have a full team of experts handling the specialized details of your tax, estate, investment, transitioning, cash flow considerations and ESG screening.
Responsible Investing; Transition Strategies; Investment Strategies; Estate Management; Tax Strategies and Genuine Communications.
Daniel Cheng, CFA, RIAC, FCSI
For more than 20 years, Daniel has provided sound financial advice and portfolio management to individuals, families and businesses. He helps clients protect and grow their wealth through an income-oriented and risk-managed dividend growth style. His expertise allows him to provide unbiased wealth management advice to clients, which includes aligning their investments with their core values. Daniel’s past role as the lead Portfolio Manager of a top-ranked Canadian dividend fund, small cap fund and energy fund provides clients with a unique investment approach normally only available to large institutions and funds.
A lifelong Calgarian, Daniel has a Bachelor of Commerce degree with a major in finance from the University of Calgary’s Haskayne School of Business. He has also earned the coveted accreditations of Chartered Financial Analyst (CFA), Fellow of the Canadian Securities Institute (FCSI) and Responsible Investment Advisor Certification (RIAC). He is also Life Insurance licensed, allowing him to provide a comprehensive approach to estate protection and preservation strategies.
Daniel is actively involved with numerous charities including serving on the Boards of the Luna Child and Youth Advocacy Centre and Wing Kei Care Centre. He is a student mentor in the University of Calgary’s Calgary Portfolio Management Trust Program and is Honorary Chair of the Up the Down Dinner in support of the Down Syndrome Resource Foundation. Daniel is married with two young girls. His passions include travelling, reading, playing tennis, skiing, cycling and being able to give back to the community.
Lindsay M. MacPhie
We help our clients clearly identify and articulate their goals, dreams and obligations. Focusing on each client’s core life objectives, we develop a long-term financial and investment plan that reflects and accommodates your changing circumstances.
Timothy Ross
Family Office
providing Omega Stewardship ®
Helping Families Achieve …Life’s Major Goals ®
OMEGA STEWARDSHIP ®
* One Stop Process Driven Approach for Retirement & Income Planning
* Personalized Tax Management Solutions for Individuals & Business Owners
* Confidential Wealth Management Solutions
#ImprovingFutures
CKA®, Certified Kingdom Advisor®
RIS, Responsible Investment Specialist
RIAC, Responsible Investment Advisor
Adam Richard
I provided financial planning and wealth management advice specifically tailored to personal and professional needs and priorities. I work with you to help develop clear objectives and achievable goals, while delivering the peace of mind you and your family are looking for.
Cheryl Crowe
I have over twenty years of working in the field of socially responsible investing. Working closely together with my clients, I build custom portfolios based on the social and environmental values that they wish to incorporate into their overall investment strategy. I have previously served on the RIA board for nine years and was President and Chair for over three years. There has been tremendous growth in this area lately and there are many more options to choose from ..not all choices are the same. I look forward to working with new clients to achieve their financial goals and dreams through responsible investing.
Ryan Fontaine
I bring my clients peace of mind by creating a clear, actionable strategy that allows them to meet their goals.
Whether our goals are accumulating wealth, or drawing a retirement income from life savings, I help navigate the complexities of the financial world, and the unpredictability of all stages of life.
There are many financial decisions to make throughout your life. I help my clients make the right ones.
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