We are dedicated to preserving capital and following a balanced portfolio strategy, bolstered by our commitment to superior service in a comfortable, professional atmosphere.

Together, the team is responsible for account administration, updating and monitoring client accounts, preparing portfolio reports, communicating with head office, assisting in client tax preparation, attending to account transactions and facilitating any general client requests. Each member strives to ensure that clients receive an exceptional level of personalized service that consistently exceeds their expectations.

Find out more about our core team and partners below.

Russell MacKay, LL.B (Hons), CFP®, CIM, FEA

Vice-President & Portfolio Manager

604-257-7082 | Email me

Russell earned his Law Degree (Honours) from the University of Liverpool. A registered Investment Advisor, Russell is also Options and Insurance licensed. Russell has earned the Certified Financial Planner (CFP) designation, which is recognized as one of the highest standards in Financial Planning, as well as his Chartered Investment Manager (CIM) designation, providing him with the expertise to provide portfolio management services to institutions and high net-worth clients.

Russell's goals and focus are driven by his personal experience of spending his youth growing up in numerous family businesses in the Vancouver area. At a young age, he developed a deep understanding of both hard work and smart work. Russell still adheres to this philosophy today when working with affluent clients on a personal and corporate level. His focus for all of his clients is to strike the right balance between risk and reward in order to determine proper asset allocation and design customized financial strategies that best fit their needs. Possessed with a genuine passion for investing, he is constantly broadening his prowess in the field and offers his clients a strong combination of both practical and technical skills. This has also helped him to be chosen as a member of RBC Dominion Securities prestigious President's Club and the RBC Performance Convention (2013).

Russell has authored a regular newspaper column Money Cents, and has been a featured speaker for numerous groups. He has also been active in the community as a Director on a Community Board and a Hospital Working Group. Russell currently sits on the Board of Directors for the Richmond Hospital Foundation. Married with three children, Russell enjoys reading, learning and spending time with his kids at their sporting events.

William Bach, CFP®, CIM

Financial Planner

604-718-3124 | Email me

William leads the wealth planning for the team. William’s career spans over 9 years in the wealth management industry. His prior experience includes working at the two downtown RBC Dominion Securities offices as their regional Financial Planning Consultant. In that role, he would create and take clients through a holistic Wealth Plan. With that experience, he is familiar with various strategies, opportunities, and concerns as he worked with clients of various professions and life stages: incorporated professionals, business owners, executives, professional athletes, retirees, and pre-retirees. 

 

William has successfully achieved the Certified Financial Planner (CFP) Designation, which is recognized as the highest standard in Financial Planning in Canada.  He has also achieved his Chartered Investment Manager (CIM) designation, providing him with the expertise to provide portfolio management services to institutions and high net-worth clients. Supporting his belief that true wealth management comes from fully understanding clients’ goals, values and priorities, William consults with clients and their existing tax and legal professionals to develop a personalized Wealth Plan. This personalized Wealth Plan will provide specific recommendations focused on clients’ particular needs, including cash flow, tax strategies,  retirement, and estate planning and will ultimately assist clients in maximizing their situation and achieving their goals. This personalized report will serve as a roadmap to help clients make financial decisions in the future.

 

Outside of work, William loves to golf and travel. One of his most memorable trips includes traveling to Tanzania for an African Safari.

Nadia Erickson, CIM, FMA

Associate

604-257-7746 | Email me

Extended Wealth Management Team

 

Our team is supported by specialists who are experts in areas of accounting, tax, legal, estate, and trusts planning.  We provide access to meet with these specialists and their bios can be found in our Extended Team page.  Click here to learn more

 

Our RBC Banking Partners

Russell works closely with a select few Banking Partners to ensure his clients have the best access to Private Banking, Commercial Banking, Mortgage Specialists and day-to-day Banking Services.