Tailored Solutions for Your Unique Needs

Robert is a highly decorated Financial Advisor and Private Equity Specialist with over 40 years of experience in the financial industry. His experience is supplemented by completing the Life Licensing Qualifying Insurance Program, Canadian Securities Course, and Exempt Securities Course. His extensive knowledge and expertise in the markets and private equity have enabled him to guide clients through various market cycles and economic conditions.

With an engineering background and an analytical mind, Robert developed a keen eye for market trends. He has established himself as a highly respected authority in asset allocation and alternative investments. He is committed to safeguarding his clients’ retirement portfolios, utilizing his extensive expertise to ensure his clients’ financial security.

Beyond that, he is motivated by an aspiration to educate clients and advisors on the nuances of investment management, emphasizing the importance of a diversified portfolio beyond mere mutual fund investments. His insights have proved invaluable, empowering many clients and fellow advisors to broaden their understanding of the financial services landscape.

Simon is an accomplished financial planner with a wealth of industry experience spanning over 16 years. Having worked at a prominent accounting firm, he has gained unparalleled proficiency in seamlessly integrating clients’ corporate and personal finances. He is also a distinguished Certified Financial Planner (CFP), Chartered Investment Manager (CIM), Chartered Life Underwriter (CLU), and Fellow of CSI. Simon’s academic credentials include a degree in Finance from the University of Alberta and an MBA in accounting, allowing him to seamlessly merge academic rigour with real-world expertise to cater to his client’s financial planning needs.

Skilled in delivering bespoke financial solutions for clients with unique needs, Simon specializes in working with business owners, medical professionals, executives, and high-net-worth families. With his extensive experience, he has established himself as a trusted authority in advanced integrated financial planning, corporate tax strategies, trust and estate planning, and implementing corporate pension plans.

Simon is driven by his passion for creating financial literacy with his clients, enabling them to make informed financial decisions. He has made it his mission to positively impact society through financial education. Simon understands that managing wealth can be complex and overwhelming, and he strives to make the process seamless and stress-free for his clients.

Samira Ratnani is the Office Manager at WestCap Wealth, where she plays a pivotal role in ensuring the firm’s operations run smoothly and efficiently. With an extensive background in office administration and client relations, Samira brings a wealth of experience to her role. Her expertise in managing complex administrative functions and coordinating client services has equipped her with the organizational and interpersonal skills necessary to oversee daily activities with precision and care.

Throughout her career, Samira has demonstrated a keen ability to streamline processes, improve efficiency, and maintain a high standard of excellence in everything she does. Her attention to detail and proactive approach ensure that the financial advisory team is well-supported, enabling them to focus on delivering exceptional financial guidance to clients. Samira’s dedication to organizational excellence extends to her ability to anticipate the needs of both clients and colleagues, making her an invaluable asset to the WestCap Wealth team.

Passionate about providing personalized service, Samira takes the time to understand each client’s unique financial situation and priorities. She works closely with clients, building trusted relationships and ensuring their experiences are positive and memorable. Her genuine commitment to client satisfaction and her exceptional communication skills allow her to navigate complex client needs with grace and professionalism. Samira prides herself on being a reliable partner, delivering consistent, high-quality service that aligns with WestCap Wealth’s mission of offering tailored and impactful financial solutions.

Suzi Park is a highly accomplished Portfolio Manager with over a decade of experience in investment management. Currently licensed through Harness Investment Management, she has developed a reputation for her strategic acumen and deep understanding of financial markets, built through impactful roles at some of Canada’s most prestigious financial institutions.

Working from the Vancouver office as an Associate Portfolio Manager, Suzi plays a crucial role on the WestCap Wealth integrated team. Her expertise in portfolio management is invaluable in collaborating with Simon and Robert to deliver sophisticated, customized investment strategies tailored to the individual needs of their clients.

Suzi’s career has been dedicated to serving high-net-worth individuals and families, where she has earned their trust by offering unparalleled client service and building meaningful, long-term relationships. Her approach focuses on understanding each client’s unique financial landscape and creating bespoke portfolios that prioritize risk management and sustainable growth.

Prior to joining Harness Investment Management, Suzi specialized in alternative investments, where she demonstrated a keen ability to design and execute personalized investment solutions that align with diverse financial objectives. Her commitment to excellence is further highlighted by her academic background and professional achievements: Suzi holds a Bachelor of Music from McGill University and is a CFA Level III candidate, continually pushing the boundaries of her expertise to serve her clients better.

Suzi is passionate about empowering clients through thoughtful, strategic investment planning, combining her analytical skills with a personalized approach to deliver outstanding results.