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.

Kaylee is a dedicated wealth associate genuinely passionate about helping her clients. With five years of valuable experience at TD Bank, Kaylee has developed a deep understanding of the financial industry and honed her skills to perfection. Her successful completion of the Canadian Securities Course demonstrates her unwavering commitment to staying up-to-date with the latest developments in the field.

A proud graduate of the esteemed University of BC, Kaylee holds a Bachelor’s degree in Arts, which has equipped her with diverse skills and a well-rounded perspective. She applies these skills and exceptional knowledge to her work daily, ensuring her clients receive the best possible advice and guidance.

Kaylee is passionate about providing personalized service to each of her clients. She takes the time to understand their unique financial needs and works closely with them to provide the best possible service. Kaylee’s exceptional skills make her a trusted partner to the clients, and she takes great pride in delivering an exceptional experience to every one of them.

Edwin Choi is a seasoned Portfolio Manager with a decade of expertise in investment management. Currently is Portfolio Manager licensed through Harness Investment Management, Edwin has built a strong foundation in the financial sector through his work at some of Canada’s top financial institutions.

In his prior positions within Private Wealth, Edwin demonstrated an exceptional ability to collaborate with a multidisciplinary team of tax, estate, and financial planning experts. This collaborative experience enabled him to offer clients comprehensive wealth management solutions tailored to their unique needs. With a wealth of industry experience under his belt, Edwin employs a planning-centric approach to portfolio construction, empowering individuals, families, and businesses to confidently achieve their financial goals.

As a vital member of the WestCap Wealth integrated wealth team, Edwin’s expertise in portfolio management is instrumental in assisting Simon and Robert in devising customized investment strategies for their clients.

Edwin’s educational background is equally impressive, as he holds a Bachelor of Applied Science in Chemical Engineering from the prestigious University of Toronto. Moreover, as a CFA Charterholder, Edwin actively participates in both the CFA Institute and the Toronto CFA Society, continually expanding his knowledge and professional network in the finance domain.