Investment Advisor
My Business
Russell's areas of specialization include:
- Tax efficient investment strategies
- Blue chip stocks
- Income Trusts
- Preferred Shares
- Bonds/GIC's
- Private Placements
- Options
- Mutual Funds
- Managed Portfolios
- Estate and Insurance needs
- Sound, unbiased investment advice
Investment Approach
- Russell manages both corporate and personal assets for clients in various provinces and states.
- 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 most 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 portfolio management. As a part of Canaccord Capital Corporation, Canada's largest independent, full service brokerage firm, Russell can assure equitable investment advice. When opening an account with Russell and Canaccord Capital, 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 10 years. He lives in Vancouver and enjoys spending time with family and friends, golfing, fishing, and actively contributing to the community
Newsletters
Wealth Focus - A Quarterly Report on Wealth Management from Canaccord Capital
