Caleb is focused on managing investment portfolios, trading, and research. His job is to construct bespoke strategies that produce the highest reward with the lowest acceptable risk. 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 the few specialized advisors in North America, licensed in both 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, 401ks) and to work with U.S. citizens or Canadians who move to the U.S. or vice versa.
In his youth, Caleb served as a commercial pilot for the United Nations and other organizations in Africa. His passion for climbing and surfing has taken him to many parts of the world, including climbing the face of “El Capitan” in Yosemite national park. Caleb speaks several languages and continues to fly for fun. He and his wife, Erika, have two beautiful children, Hannah and Adam. They split their time between Whistler, Ucluelet, and California. He believes his mission is to help those in need, especially the marginalized. Accordingly, he and his family engage in philanthropic activities to different organizations through his charitable giving fund. He believes that anything worth doing requires risk. The main lesson he has learned in life is to continue practicing gratitude.
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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