Our process is dedicated to helping our families understand their current reality and clarify their future goals and vision. Once we have formulated a clear picture of their needs and wants, we determine how to best utilize their assets and opportunities to close the gap that lies between where they are now and where they wish to be. In short, our families define what they want their financial plan to look like, not us. The resulting plan will play a significant role in dictating our approach to growing and preserving their wealth.
Minimum account size: $500,000+
Johanne Claveau, M.sc.(fin.), RIAC
Benoit Therrien
Brian Coote
Brian Coote is a Portfolio Manager at Scotia Wealth Management with over 20 years’ experience. Brian has been a Portfolio Manager with Scotia Wealth Management since 2014. For the previous 10 years, Brian ran a successful business self-employed as a Portfolio Manager at an independent firm in the South Surrey/White Rock area. The experience he gained being a business owner helps him to relate to his clients, many of whom are, or have been successful business owners themselves.
Brian adheres to a disciplined investment philosophy that is focused on long term performance while managing risk. Through a systematic process, Brian develops appropriate financial strategies that will allow his clients to reach their personal financial goals.
As a Portfolio Manager, he manages each client’s portfolio based on a detailed Investment Policy Statement that outlines the parameters of the portfolio.
Louis Rodrigue
Nous sommes des spécialistes de la gestion intégrée de fortunes au service des familles et des entrepreneurs. Nous agissons comme un directeur financier personnel dans la gestion de votre patrimoine pour vous assurer confort et tranquillité d’esprit.
Derek Levesque
Derek has worked with RBC for over 12 years since making a career change, half of this time with RBC as a Financial Planner. Recently moving to RBC Dominion Securities – Canada’s leading full-service investment management firm – in order to give his clients access to a greater breadth of market research, investment options, and a full range wealth management services.
A continuous learner who holds the industry designations of Certified Financial Planner (CFP), Personal Financial Planner (PFP), and Chartered Investment Manager (CIM). Derek has obtained licensing as a Life Insurance and A&S Insurance Agent to provide more options for his clients.
Currently, Derek is working towards the RIAC designation to continue to develop his skills with investments that consider the Environment, Social, and Corporate Governance (ESG) factors to both be able to better align investment portfolios with an individual’s personal values and better manage investment risk.
Using a collaborative approach with clients to ensure a Financial Plan is in place that addresses their retirement goals, estate plan, and uses different strategies that manage risk and improves their tax situation. Derek then meets and communicates regularly with clients to ensure that the plan is on track in light of changing financial goals and objectives.
Jeffrey Greenfeld, CFP®, EPC, RIS
As a Responsible Investing Specialist, I educate, support, and partner with you at each life stage of your financial journey with personalized strategies designed to help you invest responsibly and in a way that aligns with your core values.
Our SRI portfolios and products are designed with you in mind, whether you are interested in renewable energy or reducing ownership of high carbon emission holdings.
As an independent wealth management firm, we are committed to providing you with an exceptional client experience. We can assist you with wealth management, retirement planning, insurance, estate planning, debt reduction or tax returns.
Adam Malcolm
I always say my head is for numbers but my heart is for the arts.
By day, I help clients realize their personal, professional, and philanthropic goals through holistic financial planning using the best experts in the country. By night, I am an occasional tenor, financial educator, and advocate for the seat at the table that arts/culture has in our City.
When we talk to clients, we hear a lot of the same questions/concerns:
❓ Artists and arts executives want to know how to invest for their future, often without access to workplace pensions.
❓ Donors want to know how to prioritize their charitable goals while managing their personal wealth against an increasingly unsure economic climate.
❓ Families want to know how to foster deeper conversations about money, creating a legacy of giving, and the things we don’t talk about (but need to) about planning for the next generation.
Arts advocates, executives, and families have chosen to work with us not just because we “walk the walk” in our community, but also because we’ve proven successful with our unique approach to financial planning. Together with clients we:
🎯 Develop a strong, holistic, and risk-managed plan to build wealth during their professional years, manage it during retirement, and establish a lasting legacy for the next generation.
🎁 Create or sophisticate a personal charitable plan to give back to the community with a personal mission, philanthropic strategy, and if needed a private foundation or Donor-Advised Fund.
👨👩👧👧 Co-ordinate their financial lives and professional circle (accountants, lawyers, etc.) so that they spend less time setting up meetings and more time doing what’s important.
Your financial plan is as unique as you are, your advice should never be based on “this works for my other clients”, and a financial plan cannot be created by filling-in-the-blanks. With us, every plan starts first as a relationship, and every client enters as a partner.
Duncan Brownlee
HELPING CLIENTS THRIVE AND COMMUNITIES PROSPER.
Offering honest and unbiased investment advice in an often complicated marketplace.
Specialties:
Helping Business Owners & Executives to adequately plan for both the expected and the unexpected.
Helping people see the Bigger Picture through a total Wealth Management approach.
Striving for better investment and social outcomes through ESG and SRI focus.
Robert Finch Noyes
Sustainable Investment & Wealth Management services for Individuals, Families, Business Owners and Not-For-Profits.
We align our clients wealth with their values and achieve their financial goals through sustainable investment, however complex their needs. We go beyond this and also offer impact reporting and portfolio carbon offsetting.
Striving to offer the best and most transparent sustainable investment and wealth management services available, we are constantly looking for ways to improve the client experience in this increasingly transforming world.
For more information on our services and processes please do not hesitate to get in touch.