Jim Ferrier, BA, FMA

Vice-President & Investment Advisor, Financial Planner

604-981-6688 | Email me
604-981-6601
1-800-375-0585

Jim started his career with RBC in 1993 and has been at the RBC Dominion Securities West Vancouver Branch since 2000. He holds a degree in Economics from the University of Calgary, has his Financial Management Advisor designation and is a Registered Financial Planner through the Canadian Securities Institute.

Jim is an experienced Investment Advisor, life & disability insurance agent and able to advise and trade options for his clients. As such, he is able to offer a holistic approach to Wealth Management for his clients.

Jim Ferrier is able to work with clients in multiple provinces/states in North America.

Jim grew up on the Prairies before moving to Vancouver in 1996. He and his wife, Rhonda, live in downtown Vancouver and enjoy spending as much time as possible outdoors.

Daniel Lung, BBA (Fin)

Associate

604-981-2359 | Email me

As an Associate, Daniel is dedicated to excellence in client service. He plays a vital role in daily servicing of clients' needs, fulfilling a variety of requests, and acting as a liaison with all the firm's operational departments. Daniel works closely with Jim to ensure you receive timely, efficient service.

Daniel has a strong background in all areas of the business and has been an Associate with RBC Dominion Securities since 2015. Daniel holds a Bachelor of Business Administration Degree and a Diploma in Finance from the British Columbia Institute of Technology. He has successfully completed the Canadian Securities Course and is continuously upgrading his knowledge and professional credentials. Daniel is currently working on his Chartered Financial Analyst (CFA) designation and has successfully completed Level 1 of the CFA Program.

Daniel comes from a diverse background, with family from Hong Kong, Japan, Canada, and the United States. Born and raised in Vancouver British Columbia, he has a passion for sports and travel. Daniel is also an avid camper and enjoys the outdoors.


Putting you first with a team approach

As our client, you will receive timely service and professional advice through our team approach. Our team members focus on different areas of client service - so you get the expert assistance you need - when you need it.