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CFP®, CIM®, FCSI®
Senior Wealth Advisor
Born and raised in Victoria, Drew has had a passion for business and finance from a young age. A University of Victoria graduate, he obtained a bachelor’s degree in economics before pursuing a career in wealth management. Having now worked in the industry for over 25 years, Drew specializes in overseeing portfolios, efficient investing, and asset optimization. As part of the holistic approach to financial planning, Drew incorporates estate and tax planning and insurance. He believes that results-oriented solutions and an understanding of a client’s priorities and needs are the two pillars of successful investment advice. A Fellow of the Canadian Securities Institute (FCSI®), he holds both the Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Drew’s investment philosophy centers around his enjoyment of other people’s success, with a focus on working with individual investors and their families to create long-term financial plans. When not in the office, Drew enjoys mountain biking throughout BC with his wife, and spending time with his four children.
Senior Investment Advisor
With over 30 years of experience in the financial service industry, Richard provides his clients innovative solutions in investment management, estate, and financial planning. He believes in working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, using a time-tested approach. Richard’s breadth of experience and expertise ensures sound advice, expert execution, and peace of mind for clients as they achieve their short and long-term financial goals.
Originally from Winnipeg, Richard moved to Victoria in 1986. Beyond the office, Richard spends his time with his wife and extended family. Being an avid Winnipeg Jets supporter and lifelong athlete, he enjoys playing hockey weekly in local leagues.
With over 40 years of experience in banking, insurance, and financial services, Chris has been with her current team for the last 14 years as a Senior Investment Associate. Her commitment to her clients is evident in her creative solutions and proactive approach in her role as the team’s go-to problem solver.
Born and raised in the lower mainland, Chris, along with husband Adam and sons Eric and Kevin, have been fortunate to have lived in several different communities in BC before landing in Victoria. In her spare time, Chris enjoys outdoor activities, whether it is biking, hiking or just enjoying an evening walk, traveling, and pursuing her many crafting interests.
Associate Investment Advisor
Born and raised in Victoria, Cameron is a recent graduate of Queen’s University, having attained a degree in Applied Economics. He provides the team with administrative and reporting support and is currently working towards becoming a Registered Representative.
Associate
Having worked in the investment industry for over 15 years, Colleen currently works as an Associate, providing administrative support to the Senior Advisors at the Office. She facilitates day-to-day transactions and is the first face clients see when they enter the office.
When not working, Colleen enjoys walking in the beautiful Vancouver Island parks with her husband, daughter, and very large dog, Hamilton.
