Products and Services 

Russell's areas of focus:

• Tax efficient investment strategies
• Blue chip stocks
• Income Trusts
• Preferred Shares
• Bonds/GIC's
• Private Placements
• Flow-Through Shares
• Options
• Mutual Funds
• Managed Portfolios
• Estate and Insurance needs*
• Sound, unbiased investment advice

* Offered through Canaccord Estate Planning Services Ltd.

Investment Approach

• Russell manages both corporate and personal assets for clients throughout North America and internationally.
• Russell will help you identify and achieve your financial goals as well as provide personalized professional support and financial advice.
• In addition, he is a Fellow of the Canadian Securities Institute (FCSI), a designation reserved for financial services professionals who have met the exacting standards for industry experience, advanced education and solid endorsements from their peers and superiors.

Clients

Russell's clients are primarily high net worth individuals, families and corporations looking for professional financial advice. As a part of Canaccord, Canada's leading independent, full service brokerage firm, we can provide our clients with a full range of current research, products, and services. When opening an account with Russell and Canaccord, you establish a long lasting professional relationship built on trust and a strong partnership.

Background

Russell is a graduate of the University of British Columbia with a major in Economics. He has been in the financial services industry for over 15 years. He lives in Vancouver and enjoys spending time with family and friends, golfing, fishing, and actively contributing to the community

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Wealth Focus

A quarterly report on wealth management from Canaccord Financial.