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Financial Planning & Advisor Services
We know the investment industry is a great place to grow your money; we also know that it can be complex. Our role is to take the worry out of it, so you can focus on what matters to you most. Gain the ultimate peace of mind by making sure your financial future is in the hands of a certified financial planner with a clear understanding of your goals. We use a variety of financial planning tools, industry-leading strategies, and our extensive FPSC experience to build accurate projections. Doris joined the team in 2018 after 10 years in the banking industry, most recently in TD Wealth Private Banking where she managed customer service inquiries and day-to-day transactions.
And despite the credit and euro crises, the firm’s assets have swelled more than 37 per cent to $93.6 billion, all of it managed from Vancouver. The Vancouver investment industry owes much of its strength to a handful of local pioneers. Family Office Founded in 1964 by Art Phillips – who later became mayor – Bob Hager and Rudy North, PH&N started with just $3 million in capital. Royal Bank of Canada bought the firm in 2008; by then it managed close to $70 billion in assets.

It now manages some $43 billion for institutional and individual investors, under a “multi-boutique” model, with stand-alone investment affiliates backed by centralized distribution and business management. Trusted advisors and specialists combined with industry-leading portfolio management and planning software. But it’s hard to beat expertise based on experience and acumen. In partnership with SHOOK Research, we present a first-ever list of the country’s most effective financial advisors. We have conversations with you to develop a deep understanding of you, your family and your financial objectives in relation to your particular timelines, risk tolerance and other considerations. Our team will always be there for you – ensuring you have control of your financial lives.
We guide your nest egg professionally—whether you are travelling, on vacation, running your business, enjoying the cottage, or retirement. Since its 2002 launch, the Absolute Return Fund had earned an annualized 14.7 per cent net of fees as of last October 31. One is pairs trading, which involves buying two stocks in the same industry – one cheap and one overpriced – shorting the latter and waiting for a reversion. The firm often recruits Vancouver natives who have worked somewhere else, but the high cost of living means that they tend to be in the middle of their careers.

The financial advisor and client agree on how recommendations will be carried out. The advisor may carry out the recommendations for the client or serve as a "coach", coordinating the process with the client and other professionals such as attorneys or stockbrokers. In her new role with Lorenz Wealth Management, Jennifer will support Darren with operations behind the scenes and assist him in providing an exemplary customer service experience to our valued clients. We are committed to contributing positively to the quality of our clients’ lives, and their financial future.
Steven Chen is an entrepreneur-turned investor focused on quality companies from business perspectives to deliver sustainable, long-term alpha. He possesses a well-rounded background in finance, management, technology, strategy, marketing/sales, and product/operations and has founded/co-founded several businesses in the past. Contact an IG advisor to discuss your financial goals and help create your comprehensive financial plan.
Our experience, conviction and objective advice means effective portfolio design and favourable results for our clients. It’s about identifying the gems in the market and allocating them in your portfolio to make the most of your wealth. We have experienced firsthand tumultuous markets, recessions, and bubbles, and we are still intrigued by the markets and the opportunities they hold.

Montalbano was born in Yellowknife and attended UBC, where he won a spot as one of eight students in the inaugural Portfolio Management Foundation class of 1987. The program lets students manage a portfolio of real money and work with mentors from throughout the Vancouver investment community. That’s how Montalbano met Milton Wong, whom he considers one of his most important mentors. He then got a summer job at PH&N with co-founder Art Phillips and the two went on to share a desk for almost 13 years.
Effective banking and credit management helps to organize your day-to-day financial needs in a way that may save you time and money. Asset protection is an ongoing part of a comprehensive financial plan that helps to protect what you’ve worked hard to build. Vancouver's wealth management division of the sixth largest commercial bank in Canada. Insurance products and services are offered through Raymond James Financial Planning Ltd, which is not a member Canadian Investor Protection Fund. Securities-related products and services are offered through Raymond James Ltd., member Canadian Investor Protection Fund. Diversified asset allocation may include ranges of 15-20% real estate, 10-15% mortgages, 8-15% private equity and private debt.

We take the time to discuss your objectives, answer any questions you might have, and put together a comprehensive action plan tailored to your unique situation and needs. Here’s where we build an outcome-driven portfolio tailored to your investor profile. CIBC Private Wealth Management maintains advisory teams in selected cities across Canada, while supporting clients residing in other locations. We would be pleased to work with you and establish a suitable and convenient location to do business.
Our integrated, comprehensive and detailed approach enables us to provide you with personalized guidance so that each decision works in harmony with your unique and specific goals. We take the time to get to know you and understand your complete financial situation. We do not sell financial products nor do we receive commissions or trailer fees. We consider ourselves fortunate to be able to work with many great individuals, their families, and their businesses on their wealth management plans.
This diversified approach helps strengthen our clients’ investments. Your Portfolio Manager also uses industry-leading technology and analytical tools to evaluate investments, markets and opportunities to ensure your portfolio remains aligned with your objectives. Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs. “When I was looking for a financial consultant for myself and my family business, I met with several different companies and individuals. None of them had the same focus and individual attention as Ciccone/McKay Financial Group did. With a focus on the “bigger picture” and long-term planning, I always know that they have my best interests in mind.
Read More: https://www.legacyfamilyoffice.ca/