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.
Our mission at EthicInvest is to integrate environmental and social needs with investment portfolio planning. We believe that every investment portfolio can be guided to achieve financial returns with reduced risk by overlaying environmental and social considerations. We understand this to be the best path towards achieving sustainable long term returns, and building a more equitable, just and sustainable world.
If you are an investor who is uncomfortable with the social or environmental impact of the companies you may own in your RRSP, or mutual fund, or stock portfolio, you might like to know that there are many approaches to better aligning your savings and your values.
Whether you wish to comment, or find out more, or you know you’re ready to make a change to the way you invest, I’m easily reachable by phone or email. There is an evolution underway in the manner in which corporations conduct their business, and our investment dollars are one of the essential catalysts.
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 appreciates serving the community as part of a strong 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 25 years, the last 23 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 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). The family is 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.
I am a results-driven, highly credentialed and experienced Portfolio Manager with a passion for helping my clients become, and stay, financially secure.
My clients know that when working with me, they can focus on life’s other priorities beyond their finances, because I take an active and personal approach to managing their investment portfolios, creating a relationship of trust, and ensuring my clients feel safe and secure.
Able to provide clients with the support and expertise they need to invest responsibly, I am a member of the Responsible Investment Association (Canada) and have earned the Responsible Investment Advisor Certification (RIAC).
I value community involvement, and have proudly taken a leadership role in the Ovarian Cancer Canada charitable initiatives at Odlum Brown, helping to raise awareness and funds for the organization. Passionate about British Columbia’s beautiful landscape, I enjoy sailing and am an avid hiker. My environmental consciousness is also evident in my 20 year Modo Car Coop membership!
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.
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.