We work with people interested in aligning personal values with investment decisions to create long term wealth. Together we aim to understand your current situation and desired lifestyle and build a plan using the most tax effective strategies available. Our team in concert with your advisers help you achieve peace of mind through financial confidence.
Province Residing: British Columbia
Fred Feistmann
In Fred’s experience, as wealth is realized there is an increasing need for financial and estate planning. Fred’s commitment to you begins with the development of a sound, long-term financial strategy – leaving you with the peace of mind that comes from knowing your financial objectives are consistent with your personal objectives.
In addition to his wealth of experience, Fred draws upon his background in finance. Fred currently holds his Canadian Investment Manager designation and has received the accreditation required to provide discretionary investment management services. Fred has also been recognized by the Canadian Securities Institute for his academic accomplishments in the Canadian Securities Course, the Professional Financial Planning Course and the Conduct and Practices Course. He earned Awards of Excellence, which are only presented to the top 1% of the candidates across Canada. Fred has also completed both the Options and Futures licensing courses and has his Life Level II insurance license.
Born in the United States and raised in B.C., Fred brings a wide range of experience to his position at RBC Dominion Securities. Fred attended the University of British Columbia where he studied Mechanical Engineering. He then spent nine years in the Nicola Valley working for local ranches such as Douglas Lake, Quilchena, Nicola and the Gang Ranch. Along the way, he has completed both Kolbe and Kolbe Youth Certification courses and is a graduate of World Wide School of Auctioneering. Fred enjoys skiing and mountain biking with his two young sons, Mason and Connor, and his wife, Charlene.
Christian Farstad
Scotia Wealth Management is an innovative team-based approach to wealth management that addresses the entirety of your life – your family, your business, your future – one facet at a time.
As part of the team, Christian Farstad builds customized, tax-efficient portfolios that rigorously reflect a client’s income, capital preservation, asset growth expectations, and tolerance for risk.
Peggy DeVries
Certified Financial Planner and full service advisor with Edward Jones since 2003.
Over 25 years in the financial services industry.
Services include:
Investment Strategies;
Retirement Planning;
Asset protection (insurance);
Estate Planning;
Responsible Investing Options utilizing Environmental, Social and Corporate Governance (ESG) standards.
Greer Cummings
Greer appreciates serving the community as part of a strong Private Wealth Advisory team. She earned her B.Comm. in International Business from the University of Victoria (1997) and her MBA in Management Information Systems from Simon Fraser University (2000). She has been immersed in the financial services industry in some capacity for the better part of 30 years, the last 25 with BMO Nesbitt Burns. Greer is a proud longtime member of the RIA, a critical force in the RI movement. She is passionate about helping people navigate the global financial system to create sustainable solutions that reflect her clients’ unique circumstances and provide confidence and peace of mind. An active supporter of the educational experience, Greer served as a board director (and a term as President) of the CPF BC Yukon Branch for 5 years, reflecting her passion for and commitment to her cultural heritage and family (husband Brian and two boys Aedan & Zachary). She & family are also active in the local and provincial lacrosse communities. During her free time, Greer may be found practicing yoga, hiking, biking, cooking, travelling, or helping others cultivate healthy relationships to resources, financial and otherwise.
Linson Chen
At RGF Integrated Wealth Management, we believe that wealth is defined by a lot more than just money; it is living a fulfilling life, free of financial worry.
You are unique. Your financial plan should be, too. Our advice is about more than smart money management. It’s about seeing the bigger picture, identifying risk and discovering opportunity. It’s about learning your aspirations and your goals, then building a personalized plan to reach them.
For people seeking financial well-being, we provide a proven process for creating meaningful happiness through identifying how you want to live, then developing and implementing a clear, concise financial plan to help you achieve your goals.
Our independence allows us to give our clients unbiased advice based upon their unique situation, with no influence or limitations based on product selection. This division of our advice and our compensation is an important distinction to us and has been a core principle of our firm since its inception.
My specialty is in socially-responsible investing, charitable giving and philanthropic strategies. I believe that you can accomplish your financial goals while investing in a responsible and sustainable way.
Neil Chappell
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 our 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.