Portfolio Manager, CFP, CIM
Brett began his career in the investment industry in 1998 working at ScotiaMcLeod. In 2012 he transitioned his business to National Bank Financial and works closely with industry leaders as well as charitable foundations. Outside of work Brett is also an active member of the Vancouver Club’s Board of Directors.
He completed his BA at UBC and has gone on to earn his Chartered Investment Management (CIM) designation and is a Certified Financial Planner (CFP).
Brett oversees our overall business direction to ensure clients are achieving their financial goals with effective modern strategies to wealth management.
Born and raised in West Vancouver. He resides there with his wife Danielle and his three children. After competing in the Commonwealth Games for swimming, Brett couldn’t stay away from the water and keeps active with water sports and power boating with his kids.
What is a Certified Financial Planner® professional?
A Certified Financial Planner® professional – recognizable by the CFP® marks after a planner’s name – has achieved and maintains internationally recognized standards of knowledge, skills, abilities and ethics. The CFP designation provides assurance to Canadians that the design of their financial future rests with an appropriately qualified professional who will put clients’ interests ahead of their own.
The CFP designation is recognized internationally for excellence in financial planning. There are approximately 17,000 Certified Financial Planner professionals across Canada, part of an international network of more than 170,000 CFP professionals in 26 territories around the world.
Why is the designation of your financial planner so important?
In most Canadian provinces, there is no legislated standard in place for those who offer financial planning services. With the exception of Quebec, people who call themselves financial planners are not required to obtain any credentials whatsoever.
CFP professionals demonstrate their financial planning competence through extensive education, a rigorous standardized national examination process, comprehensive continuing education requirements and accountability to FPSC for a code of ethics, practice standards, and the rules and regulations of their professional body.
What is a Chartered Investment Manager® professional?
The CIM® is the industry standard for discretionary investment and portfolio management services. It ensures that financial professionals have the knowledge and skills to evaluate and manage all aspects of a client's investment portfolio. It is recognized by Canadian securities regulators and ensures that those who earn it are qualified to evaluate and manage all aspects of a client's investment portfolio.
Achieving and maintaining the CIM® designation demonstrates the proficiency and adherence to professional standards that enables the professional to become registered with the applicable provincial securities commission as a Portfolio Manager, Advising Representative or an Associate Advising Representative or to be able to conduct discretionary portfolio management services for clients with an IIROC member firm.