Meet our team

Kent brings a wealth of experience to his role as your dedicated Portfolio Manager. He joined the investment industry over 20 years ago, and has since built a practice specializing in helping high-net-worth investors, new immigrants and business professionals achieve their most important financial goals. As a licensed Portfolio Manager, Kent is among the few accredited advisors who can offer advisor-managed portfolio service. He is also a member of our firm’s prestigious Director’s Council, which honours Advisors who exhibit the highest standards of ethics, service and performance. Kent’s investment philosophy is grounded in the power of diversification. In addition to considering your specific objectives, time horizon and comfort with risk, Kent undergoes detailed analysis of a company’s quality of management and role in diversifying your overall portfolio (for example, by geographic sector).

Kent majored in economics at Simon Fraser University. He has also obtained several industry designations, such as Certified Financial Planner, Financial Management Advisor, Chartered Investment Manager and Fellow of the Canadian Securities Institute. In his spare time, he enjoys golfing, volunteering at the local community centre and summer camps, and cheering on the Canucks.