You can count on trusted experience!

Ron began his career in the financial industry in 1985 when he joined Merrill Lynch Canada Inc. This background and training has certainly proven most valuable. Merrill Lynch eventually pulled out of the retail investment business in Canada, selling this subsidiary to Wood Gundy. In 1993, Ron made the decision to move to Midland Walwyn Capital Inc., Canada's largest independent investment firm. In 1998, Merrill Lynch re-emerged on the Canadian investment scene with its purchase of Midland Walwyn. In December 2001, we had a déjà vu when Merrill Lynch sold Midland Walwyn to CIBC Wood Gundy where he continues as an Investment Advisor with over 30 years in the business.

His Approach

Ron is known for having a disciplined conservative approach towards building a portfolio with equities paying dividends, as well as a growth component that fits you, the client. Ron will not chase the latest fad. He believes in carefully choosing companies that have good core fundamentals. Ron's trustworthy advice and his continual involvement has proven to be a successful recipe for longevity. Many of his clients have been with him for over 25 years!

Who are the clients?

Whether you are a retired person, a younger professional, or a young couple starting a family, we sit together and customize an investment mandate that feels right for you. Your needs are unique and the investment approach is customized for you. The focus is listening and understanding your situation which enables us to tailor your investments profile to you. Nothing is set in stone and the open communication is key to you being happy. 

Networking

Aside from the investment world, Ron's interest is lacrosse. He continues to be fairly involved with lacrosse as Canadian Lacrosse Association Box Lacrosse Chair. He was previously a member of the BC board of directors and as Vice President-Performance Programs. He successfully coached the Shamrocks Victoria Intermediate "A" for 4 years and Junior "A" Shamrocks for 2 years. He proudly brought them to championship in 2010. 

Those two worlds have brought Ron a great deal of discipline.

Valerie has over 20 years of experience in the investment industry. She is fully licensed and has the Financial Management Advisor (FMA) designation. Fluent in both Canada's official languages, Valerie is able to use those attributes with both the clients and her work environment. A bonus for those of you who speak French - you have the option to "parlez en francais".

A little history

Valerie's career in this industry began in 1999, where she was an Investment Representative with a competitive firm. She has been at CIBC Wood Gundy since 2009. Valerie's other professional experience involved a background in tourism, marketing and wireless telecommunications. Over the years, Valerie has continued her education and acquired the FMA designation. Was a member of the Advocates Toastmasters which enabled her to improve on the art of speaking in public and be an avid listener.

Valerie's Approach

Valerie's true passion is client service. You can be assured to find a smiling, warm and caring person at the end of the telephone when you call. She will be happy to assist you with any of your administrative queries. Because Valerie is Ron's right hand, she is fully aware of the clients' situation and is able to better assist you. Valerie's years of experience allows her to quickly ensure that your questions have been answered.

Personal interests

Valerie keeps active and fit by climbing, running, swimming as well as practicing Yoga. She is also very involved within her community by volunteering her time through different non-profit organizations.