Certified Financial Planner | Certified Cash Flow Specialist CCS Arbutus Financial Services Ltd. Brita is a Certified Financial Planner, CFP, which is the highest internationally recognized Financial Planning Certification, and a Certified Cash Flow Specialist, CCS, which is the official standardized approach to Cash Flow Planning. Brita has also completed the Life License Qualification program… Read more »
Client Services Arbutus Financial Services Ltd. Samantha was born in South Africa and raised in West Vancouver, she loves her city’s natural beauty and family-friendly environment. She leads an active lifestyle and enjoys hiking, tennis and winter sports, especially snow shoeing. A seasoned traveler, Samantha enjoys exploring the world with her husband and daughter. Samantha… Read more »
Associate Financial Advisor Arbutus Financial Services Ltd. Michael is a dedicated member of our Arbutus Financial team, working as an Associate Financial Advisor. He is currently working towards becoming a Certified Financial Planner (CFP). Michael is a key contributor in the work we do with our clients in examining their financial situation and developing solutions… Read more »
Client Services Administrator Arbutus Financial Services Ltd. Kess graduated from the British Columbia Institute of Technology (BCIT) with a diploma in Financial Planning, and a Bachelor of Business Administration degree. She is continuing her studies in pursuit of the Certified Financial Planner (CFP) designation and her goal of becoming a financial advisor. Kess applies her… Read more »
Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Ed Jackson Financial Ed Jackson is an accomplished retirement and financial planner with 30 years experience serving the investment, tax and life and health insurance needs of clients. His focus is personal financial planning-based advice, services and product solutions within the context of client circumstances, perspectives and needs. Development of… Read more »
Financial Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Hammer Consultants Inc. Peter has been providing professional planning services for the past 45 years in various capacities. For 15 years he worked as an urban planner with cities in Ontario and B.C. and as a planning consultant advising major real estate developers and large pension funds… Read more »
Partner, Employee Benefits, Arbutus Financial Services Ltd. Derrek began his professional career in the employee benefits industry in 1992, developing his expertise at one of Canada’s largest providers of employee benefits programs. Derrek leverages his unique understanding of the inner workings of an insurance company to provide our clients with valuable insights to ensure their… Read more »
Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. As a professional financial advisor, Gardy has been assisting clients with their financial affairs since 2003 and with Arbutus Financial since 2005. Gardy is a member in good standing of the Financial Advisors Association of Canada (Advocis). He is currently pursuing his Chartered Life Underwriter (CLU)… Read more »
Advisor, Manulife Securities Investment Services Inc. Insurance Representative, Arbutus Financial Services Ltd. Neil has been providing professional advice since 1989, with his beginnings in the life insurance industry. After founding Arbutus Financial in 1997, he has broadened his business planning skills across Employee Benefits, Corporate Risk Management, Treasury Management and Succession Planning. Neil’s core focus is… Read more »