Edward is a lifelong learner of everything finance. Edward is a Chartered Financial Analyst (CFA), a Chartered Accountant / Chartered Professional Accountant, (CA/CPA) a CERTIFIED FINANCIAL PLANNER® (CFP) and holds the Canadian Investment Manager (CIM) designation.
Edward has spent decades working with individual and corporate clients in designing portfolios that capture returns and manage risks. In addition to working as a financial advisor, Edward taught finance for 17 years as an Associate Faculty for the MBA program at Royal Roads University and as a sessional instructor for the CPA Western School of Business. Edward’s teaching on investment risk, return, time, and odds became the basis of the book he authored, 7 Steps to a Better Portfolio, published in June 2023.
Edward has five daughters and one grandson. When not working, Edward can be found on his farm in Metchosin or attending live music events and festivals on Vancouver Island.
Edward listens with care (raising five daughters helped!) and has the education, experience, and academic knowledge to help clients create evidence-based portfolios and develop meaningful financial plans to improve their odds of a successful investment experience.
Portfolio Investing is math and emotion.
Math is how you should build and manage a portfolio.
Emotion is why you don’t.
A commitment to professionalism
What do designations mean for you? When you work with an investment consultant who has taken the time to secure these designations, you’re working with someone who is well-versed in modern concepts of investment advice and is able to understand both how your individual investments are being managed and how they work together – no matter how complex the circumstances. The combined skills, knowledge and discipline associated with advanced designations, offer you the quality of service that you deserve. When you work with Edward and his team, you’ll receive the personalized and engaged service you’ve come to expect, backed by the knowledgeable guidance of renowned industry organizations.
CFA® - Chartered Financial Analyst®
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.
CPA /CA® - Chartered Professional Accountant
As a member of one of the most recognised and respected accounting designations in the world, a Canadian CPA provides you with the confidence that you’re hiring a professional with a commitment to the highest standards and a desire to make a real difference.
When you hire a Chartered Professional Accountant (CPA), you are employing someone with years of accounting, financial, and tax experience. Canadian CPAs are required to study and pass rigorous examinations to earn their designation. CPAs are also required to engage in ongoing professional development and are closely monitored by CPA. Allowing a CPA to focus on the numbers means that you can refocus time and attention back on your life and your business!
When you hire a Canadian CPA, rest assured you’re selecting a professional with the financial proficiency, strategic vision and commitment to excellence that will help you participate and succeed in investing in the global capital markets.
CFP® - CERTIFIED FINANCIAL PLANNER™
The Financial Planning Standards Council's Certified Financial Planner™ (CFP™) certification is the industry gold standard in financial planning. CFP professionals are the largest identifiable body of licensed financial planners in Canada. In life, it’s important to find a financial planner you trust to provide sound, unbiased advice, and professional services. Being CFP® certified means someone has voluntarily taken the extra steps needed to provide the highest possible standard of financial planning to those they serve. To become a Certified Financial Planner™ one must pass the comprehensive CFP® Certification Exam, have a minimum of three years’ professional experience in financial planning process and must be approved by the CFP Board, which involves an extensive background check – including an ethics, character, and criminal check. To maintain certification, CFP® license holders must complete 25 hours of continuing education accepted by the CFP Board every year.
CIM® - Chartered Investment Manager
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements. A CIM identifies clients' objectives and constraints; develops appropriate investment policies and strategies, taking into consideration market and economic conditions; and evaluates investment products that represent both traditional and alternative asset classes; and implements policies and strategies through portfolio construction.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.