Chase brings 19 years of experience advising business owners, incorporated professionals, and high-net-worth clients in personal and corporate wealth planning.
Chase began his career with RBC in the retail banking business, where he focused on healthcare professionals and was a member of the team that opened the UBC Wesbrook Village Branch. He went on to complete his Certified Financial Planner (“CFP”) designation and accounting education at UBC’s Sauder School of Business, articled with one of the largest national firms in Canada, obtained his Chartered Professional Accountant (“CPA”) designation, and served in management with the Private Enterprise group advising business owners and incorporated professionals.
Chase also held advisory roles at an independent wealth advisory practice, where he focused on estate preservation strategies with high-net worth business owners. Chase also spent time at a national bank, where he advised entrepreneurs on financing strategies for acquisitions and management buyouts with high growth companies.
Most recently, Chase served as a Senior Total Wealth Planner at one of the largest wealth management firms, advising clients on holistic wealth and estate planning issues and identifying strategies to preserve and manage wealth tax efficiently for both the current and next generation.
Chase has a passion for the BC outdoors and enjoys spending his time outside the office with his wife and staying involved with their two boys and their sports and activities.
