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Toll Free: 1-888-954-1392 |
Jeffrey Sandler, CIM, DMS, FCSIJeff has more than 20 years experience in the investment industry. This includes a stint as Capital Markets Analyst in the research department of a New York based global investment firm and senior management positions with two Canadian bank owned investment dealers. Jeff has participated in the BC Securities Commission's Securities Policy Advisory Committee, is a former member of the Investment Industry Regulators of Canada (IIROC) Pacific District Council and is a sustaining member of the Professional Risk Manager's International Association (PRMIA) which is primarily a venue for continuing education in risk management. For several years Jeff has appeared as a guest on local and national media outlets providing insight on major capital markets events. As the head of this client focused team which oversees more than $100 million of client assets, Jeff initiates and implements the Investment Policy Statement for each client. The team's objective on every investment decision is to boost income and reduce risk. Tamara DuncanA fully licensed professional, Tamara is our administration specialist and is a highly-valued resource for clients. Record keeping and tax reporting are vital components of wealth management and Tamara ensures clients are provided with all the information they need each year. Tamara attended the Financial Management Program at the British Columbia Institute of Technology (BCIT) majoring in Corporate Finance. Tamara is also fully licensed in derivative products. |