CFP, CIM, BBA
Russell joined NWM in 2017, bringing with him over 12 years of experience in financial services.
Providing comprehensive financial planning solutions since 2012, Russell enjoys working closely with clients to develop and implement customized wealth accumulation and retirement income strategies, tailored to each client’s unique circumstances.
A graduate of Capilano University with a Bachelor of Business Administration Degree, Russell holds the designations of Certified Financial Planner (CFP) and Chartered Investment Manager (CIM). He is currently working towards earning the Chartered Life Underwriter (CLU) designation.
Russell is a member in good standing of the Financial Advisors Association of Canada (Advocis) and the Financial Planning Standards Council (FPSC), and subscribes to their respective codes of ethics and rules of conduct.
A native of Vancouver, Russell enjoys an active lifestyle that includes spending time traveling with his wife and playing hockey, softball, and golf.
Question & Answers
Wise words my father taught me:
If a job’s worth doing, it’s worth doing well.
Where is your dream vacation spot?
Favourite restaurant in Vancouver?
What would be your last meal?
Steak & Lobster
I can’t live with out my…