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 also holds the Family Enterprise Advisor (FEA) designation. The FEA program helps to augment technical skills with a more sophisticated level of understanding around business families and their unique challenges.
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.
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.
