Alan joined ScotiaMcleod in 1987 after completing a M.B.A. at York University. He has been awarded the J.G. Weir Award for excellence in Client Service and was nominated for the Investment Dealers Association Award of Distinction. He was made a Director in 1994 and became a Portfolio Manager in 2011. Alan has been an 11 time member of ScotiaMcLeod’s “Chairman’s Council”.
Alan has been involved in socially responsible investing and impact investing since the late 1980’s. He was a founding member of the Social Investment Organization (later the Responsible Investment Organization) and sat on their inaugural Board of Directors. He is an original client and partner of Jantzi Research Associates (later Sustainalytics) and was a judge for the mutual fund industry’s “Socially Responsible Fund of the Year” award.
Alan has been featured on television and all of Canada’s national newspapers in regards to socially responsible investing, fossil free portfolios and impact investing. Alan has audited 13 year performance returns for his socially responsible investment portfolios.
Alan’s passion is the environment. In the early 1990s he hosted public seminars on environmental investing featuring leading environmentalist of the day. In 2000 he had his office “zero-footprinted” and “bullfrog powered”. He was a campaign manager for the Green Party of Canada and has sat on a variety of environmental not-for-profit boards including the Environmental Industry Association and Small Change Fund. Recently Alan helped craft Ontario’s first community solar energy project under the Green Energy Act (nominated for a Green Toronto award), which has since been used by 23 churches in Toronto.
Alan has played an active role in many social change organizations in Toronto. He recently sat on the boards of Variety Village and Bereaved Families of Ontario. He is the founder and President of the Alma Children’s Education Foundation (www.almafoundation.ca).
Investment Philosophy and Process
It has been Alan’s experience that applying a socially responsible screen to portfolios not only aligns one’s investments with their values but provides for lower volatility and higher returns.
Service Approach
Alan has a limited and particular client base (socially responsible investors) so he is able to provide excellent client service. Alan has a minimum account size of $1,000,000. Eleanor Martin has been his administrative assistant for 30 years and enjoys a stellar reputation within the firm and amongst his clients.
I have over 30 years of experience in the financial services industry. I hold a Bachelor of Commerce from the University of Manitoba along with the Chartered Financial Analyst (CFA), and Chartered Market Technician (CMT) designations.
Professionally, I am a member of CFA Institute and the CMT Association. My volunteer roles with CFA Institute include past president of CFA Vancouver, past President’s Council Representative (PCR) for Canada on the global Board of CFA Institute, Exam Grading, Standard Setting, the Nominating Committee and the Disciplinary Review Committee. For the CMT Association, I am a past member of the Curriculum Committee.
I was a proud volunteer for the 2010 Vancouver Winter Olympics serving as the timer for the Figure Skating events. This role arose from a 25-year volunteer career in Figure Skating as an internationally ranked judge. In my community, I am currently a citizen member of the District of West Vancouver finance committed and a board member on the West Vancouver Community Centres Society. I am involved in volunteer activities at the school our children attend and the sports that they play.
One of the accomplishments in my life that I am most proud of is training and running a marathon in the year that I turned 50. I have always been athletic but never a runner (I am still not a runner) but was able to make a few lifestyle choices and learned how to make this happen! I am proud finisher of the New York Marathon and a few half marathons and 10K’s since then!
We are independent Financial Planners. We work to achieve the best retirement for you with a view to passing on as much as possible to your beneficiaries. We do Holistic Retirement Planning and Estate Planning. We use various tools including Charitable Giving, Tax Reduction strategies and Insurance strategies.
Over the past 30 years, Sara has built her practice as investment advisor and financial planner, guided by her core business values of integrity, transparency, trust and respect.
From social entrepreneur in the 1980’s to financial advisor since 1993, Sara has long believed in the power of business to contribute to positive change in society.
She is passionate about responsible investing, and helping people meet their financial goals, in concert with their personal values.
For many years, Sara was an Executive member of the Ethical Investment Group (EIG), an investment club in Montreal, dedicated to proving that investors can do well while doing good! Also a lover of the arts, Sara acted as President of the board of directors at Youtheatre for over 15 years, and remains an active supporter. Today, Sara is a member of the board of directors of Sandy Beach Conservancy, a non-profit dedicated to protecting and preserving natural spaces
Along with my husband, Nathan, and our three wonderful daughters, I am an active member of St. Jacobs Mennonite Church. In my spare time you’ll find me enjoying my family, and playing slo-pitch in the summer months.
I love my job! I started my career at Kindred in 2006 after graduating from the University of Manitoba. I have filled various roles and gained extensive knowledge in many areas of financial services. I value the opportunity to meet members, build long-term relationships, and work together with other staff to assist members in making knowledgeable and informed decisions about their investments and future savings. I’m motivated in my work, knowing that members place their trust in me and have given me the opportunity to share my knowledge with them as I participate in planning for their future. I always follow up with members to make sure they receive excellent service!
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.
I view myself as someone who looks out for others. I’m passionate about providing the best advice and guidance to help ensure our members have the peace of mind knowing they are on track to achieve their financial goals; whether it is access to education or financial freedom in retirement. My ability to be a compassionate listener has helped me build relationships and understand each member’s needs.
I’m able to provide a holistic, unbiased view of your finances from a faith perspective. I began my career in financial services in 2004 and have attained the Certified Financial Planner and Financial Management Advisor (FMA) designations. I specialize in advanced Wealth Management Techniques and Portfolio Construction.
*Group Benefits Specialist for Health and Dental Benefits and Group RRSP’s.
Services Include: Plan Design, Implementation, Negotiations at Renewal, Ongoing Care and Support.
*RIS designation for Investments:
SRI segregated mutual funds for RRSP’s, TFSA’s, RESP’s and non-registered plans.
*GIC’s available.
*Individual and Family Financial Services available via Hub Financial, include Life, Disability, Critical Illness and Travel Insurance.
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.
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.