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CIM®
Senior Wealth Advisor & Portfolio Manager
Rob focuses on providing quality portfolio management and estate planning services to retired and soon-to-be retired individuals. Many of his clients are successful business owners who rely on him to identify tax advantaged and succession planning opportunities, both from within and outside their corporate structure. Rob attributes much of his longevity and success to working in a team environment. He is equally comfortable working alongside his client’s tax and legal advisors or utilizing his own team in order to achieve the best outcome for their specific situation.
Rob has over 40 years of industry experience, both as an advisor and a senior manager. He has earned the Chartered Life Underwriter (CLU), Certified Financial Planner (CFP®) and Chartered Investment Manager (CIM®) designations.
Rob is married with two grown daughters and two grandchildren. He lives in the Olympic Village community of Vancouver and in his spare time he enjoys spending time with friends and family, golf, recreational hockey, and travel.
CFP®, CIM®
Senior Wealth Advisor & Portfolio Manager
Sheldon is a Senior Wealth Manager and Portfolio Manager at Wellington-Altus Private Wealth and Partner at Lions Gate Private Wealth Counsel.
Sheldon believes in creating strong, lasting relationships with his clients to fully understand what is important to them and their families. He is focused on service and brings his knowledge, insights, and expertise to guide his clients in making better decisions about their total wealth.
With 25 years’ experience in the investment industry, Sheldon holds the Certified Financial Planner (CFP®), and Chartered Investment Manager (CIM®) designations and is also a licensed insurance agent.
Originally from Newfoundland, he attended Memorial University where he completed his Bachelor of Commerce degree in 1994. Going from coast to coast, Sheldon now lives near the mountains on Vancouver’s North Shore. Married to his wife Joyce since 2004, they have two very active teenage sons, Caleb and Nolan. Away from the business, he enjoys riding his adventure motorbike in the mountains of beautiful British Columbia.
CFP®, CIM®
Senior Wealth Advisor & Portfolio Manager
Jason’s primary role is to formulate financial planning, insurance, and customized investment strategies for clients. He also provides corporate clients with group benefits solutions.
He discovered his love of sharing knowledge while working in Japan as an English teacher over a quarter of a century ago. While walking around Tokyo, he met a financial planner who showed him how to combine his psychology background and teaching skills. When Jason returned to Canada, he took the Canadian Securities Course and began working at a major financial institution. After a few years, realizing that his clients needed more independent advice, he obtained his Certified Financial Planner (CFP®) professional designation and moved to the independent side of the investment industry to provide advice on a range of financial topics. Jason also has the Chartered Investment Manager (CIM®) designation.
Jason is happily married to his lovely wife, Deidre. They have two extremely outgoing daughters, and a Bernedoodle named Hazel. When not advising clients, he enjoys helping friends and family understand their electronic gadgets, playing any form of racquet sport, exploring new areas of the lower mainland with his dog, and spending time with his family and friends.
CFA®
Senior Wealth Advisor & Portfolio Manager
Josh leads the Lions Gate Private Wealth Counsel Investment Committee and plays the leading role in trading, investment analysis, and portfolio construction for our clients.
He has an extensive background in investment research, portfolio construction, and risk management. After completing an Economics degree at Simon Fraser University, Josh earned a Chartered Financial Analyst (CFA) Designation. As a CFA designation holder, Josh is recognized globally as having the gold-standard of professional excellence in the investment industry.
Josh was born and raised in Vancouver and now lives in Richmond. When not analyzing the markets, he can be found spotting planes with his loving wife Sandra, young son and daughter as well as enjoying the activities the city has to offer. He is an avid basketball, hockey and football fan, and enjoys shooting hoops outdoors when the time and weather allow. He also has served as a director for his local church community for three years.
Associate
Heidi has been in the investment industry since 2011. She has valuable experience with client account information, head-office compliance, and has assisted with various branch operational projects. Heidi is rich with knowledge when handling any administrative and client experience related tasks. Heidi is fluent in English, Filipino and Fookien (Chinese).
In her free time, Heidi enjoys cooking, baking, and spending time with her family. She loves watching her teenage son play lacrosse and her daughter compete in figure skating.
Investment Advisor
Tianna is an integral part of the Lions Gate team. She graduated with honours from the Sauder School of Business at the University of British Columbia, and recently obtained her Investment Advisor title and completed her Life Insurance License (LLQP). Tianna works with clients to provide them with customized financial projections. She coordinates the team’s marketing efforts and assists with managing business operations.
Tianna lives an active lifestyle enjoying everything Vancouver has to offer. Tianna grew up playing hockey and competitive swimming, which she is still involved with on a recreational level. She loves travelling the world and has a goal to attend an F1 Grand Prix weekend abroad. Tianna loves spending time with friends, family, and her dog, Henry.
