Ryan has worked in the investment industry since 2004, providing wealth, estate and tax advisory services to high-net-worth clients, businesses and charities. His top priority is to provide the best client service possible, and strives to build and strengthen client relationships to ensure trust, comfort and peace of mind. Ryan also guides clients through intergenerational wealth planning, which involves wealth management, estate and tax planning and insurance strategies.
Ryan graduated with a Bachelor of Economics, a Masters of Business Administration MBA (Finance) and a Bachelor of Laws (LL.B). He holds the Chartered Investment Manager (CIM) and Professional Financial Planner (PFP) designations, and has completed the options, futures and derivatives programs. Ryan has also completed all levels of the CPA In-Depth Tax Course. He is a Fellow of the Canadian Securities Institute (FCSI) and an active member of the Vancouver chapter of the Society of Trust and Estate Practitioners.