Caleb is focused on managing investment portfolios, trading, and research. Caleb holds both a Bachelor's and a Master's in Business. He also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Vancouver Society of Analysts. He is one of a handful of advisors in North America dually licensed in the U.S. and Canada, and registered with the Securities and Exchange Commission (SEC). This designation affords him the unique ability to manage U.S.-domiciled accounts (IRAs, 401(k)s) and to work with U.S. citizens, Canadians who move to the U.S., U.S. citizens moving to Canada, and snowbirds.
He has too many interests to list here, but his main love is hanging out with his wife and three kids. They live in Whistler, California, and Ucluelet. He believes the most important thing in life is fostering deep, meaningful relationships and living a life of service.
No credential is as widely regarded in the global financial industry for its rigorous focus on current investment knowledge, analytical skill, and ethical standards as the Chartered Financial Analyst® designation. A charterholder not only has the technical knowledge to make investment decisions but also adopts and is held to the highest ethical standards. A comprehensive, global view and up-to-date practical skills give these investment professionals the tools and deep understanding necessary to effectively analyze the risks and rewards of a variety of investment types, enabling them to address a client’s specific investment needs.
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