Province Licensed In: Ontario
Tim Nash
Tim is a fee-for-service CFP® that specializes in sustainable investments.
He’s not an adviser or money manager, instead he’s an investment coach that teaches clients how to invest their own money using an online broker.
Tim is the recipient of 2020’s RIA Award for Individual Leadership.
Stephen Whipp
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.
Ross Campbell
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.
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.
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