As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.
As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.
As lead financial advisor for the team, Ethan works closely with existing and prospective clients to establish strategy and monitor progress towards financial goals. He believes the cornerstone to a successful relationship is communicating regularly, in a clear and concise manner.
Ethan helps clients understand and anticipate the financial decisions they face as life evolves. He specializes in navigating complex financial transitions for individuals and cash management for institutions.
Having grown up in the Lower Mainland and now living in Vancouver with his wife and children, Ethan is committed to the development of our local community and sits on the board of the False Creek Community Association and serves as Treasurer.
BComm (Finance and Mathematics) - UBC
CFP (Certified Financial Planner)
At its core, financial planning is about helping clients use their resources in a way that will effectively achieve their most important goals.
Trudy and Tom are close to having the mortgage on their Vancouver house paid off and are wondering how best to use the extra money.
What is the ultimate currency? Is it money? Canadian dollars or U.S. dollars? Is it gold or real estate? No, the ultimate currency is not a tangible asset at all. You can’t save time. You can only spend it… Benjamin Hoff, The Tao of Pooh
If your business depends on your ability to actively generate income, your absence due to disability can have a significant impact on your financial well-being.
On the training day for my first job as a dishwasher, I was told to imagine I was a business owner. “The better your business washes dishes,” I was told, “the more money your business will make.”
Many of our clients who operate a small business or professional practice in law, medicine, real estate, or accounting will be incorporated.
In their recent Monetary Policy Report, the Bank of Canada announced the “economy continues to operate close to full capacity, and GDP is expected to expand somewhat faster than potential.”
There were zero instances in 2017 where the S&P500 moved by 2% or more. So far, in 2018, we’re up to 6 of these: 3 up and 3 down. When volatility comes back, clients often ask, “Should we change our strategy in light of everything that’s going on?”
In 1634 – 1637, the price of a tulip skyrocketed and investors at large put their capital into rare flowers. It wasn’t long before the value of a bulb dropped to the price of an onion.
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