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.
As an Investment Advisor, I pride myself on my ability to listen to my member’s needs; help them clarify their life, social, and financial goals; and create a comprehensive fiscal plan that gives them control over their future while keeping their values top of mind.
Whether working with investments that impact the environment, charitable giving that actively supports social change, sustainable investment choices to ensure the longevity of my member’s hard-earned capital, or financial planning the really puts their deepest life values to work, I love it all. As a family man with two children at home, I am very cognizant of the how the decisions we make today will impact future generations, which is why I am passionate about following, supporting, and recommending responsible options for environment, governance, and social considerations.
I have numerous contacts involved in the responsible investment industry, either directly or indirectly, so am very aware of the challenges and complexity that come with analyzing and selecting sustainable portfolio positions and staying on top of industry developments and changes.
I enjoy building sustainable and prudent portfolios of which my members can be proud. I would welcome the opportunity to meet with you and learn what makes a difference in your life. We can then create a portfolio that supports what is important to you.
Coro Strandberg is a thought leader and advisor on embedding sustainability into the marketplace. She specializes in corporate sustainability, sustainability governance, social finance, banking and insurance and socially responsible investment. She has 25-years experience in this work from her days as director and Chair of Vancity Credit Union, which created the first SRI fund in Canada shortly before Coro joined the Board. She was a founding trustee of Ethical Funds Inc., Canada’s most comprehensive family of socially responsible mutual funds.
Clients hire Coro for advice on sustainable and impact investment strategies and social finance and social insurance business models. Community Foundations of Canada, for example, hired Coro to help them launch their responsible investment education and engagement program for community foundations. She authored much of the original Canadian research on impact investing, socially responsible investment, and sustainability governance which she posts on her website along with her other social finance publications.
Coro was a member of Canada’s National Advisory Board to the Social Impact Investment Taskforce established by the G8. Currently she is an advisory panel member to the Office of the Auditor General’s Sustainable Development Commissioner and on the board of BC Lotteries Corporation.
Coro was recognized as the top CSR consultant by Canada’s Clean50 in 2015 for her impact.
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.
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.
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.
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
Chadwick D. Walker helps you realize the value of your money. With an understanding of your unique situation and needs, he aims to help you set and achieve your financial milestones.
In addition to his investment industry accreditations, such as the Chartered Investment Manager designation, Chadwick holds a Bachelor of Science in Applied Physics from Simon Fraser University, and a Bachelor of Education from the University of British Columbia. His consultative, scientific approach to investing provides you with a clear understanding of your financial situation, so you can be confident and excited about your investment decisions.
Before joining Odlum Brown Limited, Chadwick was a successful Business Development Executive at Xerox, where he provided solution services to Fortune 500 organizations in order to increase their revenues through improved productivity and business process re-design. Chadwick was a professional educator in school districts across the Lower Mainland; he has also been a guest lecturer at the University of British Columbia, a guest on CTV’s “Ask the Experts” and a panelist with the BC Chartered Professional Accountants. Chadwick currently resides in Vancouver with his wife and daughter and is active in the local community.
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.