JimĀ Ferrier, BA, FMA

Investment Advisor And Financial Planner

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

Jim began his career with RBC Financial Group in 1993. He holds a degree in Economics from the University of Calgary and is a Registered Financial Planner through the Canadian Securities Institute. 
As a registered representative, licensed life insurance agent and licensed options trader, Jim is able to offer a holistic approach to Wealth Management for his clients. 

Jim Ferrier is licensed in Alberta, British Columbia, Nova Scotia, Ontario, Saskatchewan, California, Washington and New Jersey.

CharlieĀ Kelsch

Associate

604-981-6648 | Email me
604-981-6601
1-800-375-0585

Charlie is a licensed Associate who carries out all administrative procedures and requirements.  He has worked at the West Vancouver branch for six years and holds the CSC and CPH designations.  He plays a vital role in the daily servicing of clients' needs, fulfilling a variety of requests and acting as a liaison with all the Firm's operational departments.

 
 
 

Extended Team

Haleh (Holly) Alexander, MBA

Private Banker, Royal Bank of Canada

Holly brings more than 17 years of financial services experience to her role as an RBC Private Banker. Her previous role was Branch Manager at a number of North Shore RBC Branches.
 
Holly is highly connected to all areas of Royal Bank. She provides personalized, discreet financial counsel to a select group of clients and their families throughout the North Shore and Vancouver.
 
For more information please click here.

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.