Erica Szczech

Erica Szczech, CIM, FMA

Investment Adviser & Portfolio Manager

Background

Having grown up with little knowledge about the realities of saving, spending and investing, I wanted to learn as much as possible about how to lead a prudent financial life. After a few missteps early on, I quickly discovered the value of goal setting leads to a Plan for positive spending, saving and eventually investing habits.

My focus then changed from a marketing graduate to a finance enthusiast. I knew I wanted to work with other individuals and families to champion them on the path to financial success so that they feel confident and empowered. My love for wealth management soon followed!

Experience

With over two decades of experience in the financial industry as an Investment Advisor and Portfolio Manager, I believe I have the knowledge and skills to help people reach their financial potential. I specialize in strategic wealth planning and portfolio management, and work closely with my clients to create opportunities that fit their unique goals. My passion stems from working with a variety of clients; successful families who want to mitigate risk and feel comfortable investing; professionals who entrust an advisor so they can focus on their work; and entrepreneurs who welcome a result-driven team, committed to helping them reach the next level.

I am a licensed Portfolio Manager (PM), a prestigious title which qualifies me to manage client portfolios on a discretionary basis. I also hold the Chartered Investment Manager (CIM) and Financial Management Advisor (FMA) designations, and earned a Marketing degree from the British Columbia Institute of Technology.

When I'm not working, I enjoy spending time with my family in our community - biking, meeting friends, traveling and practicing my cooking skills.

Jena Karmali

Business Development Associate

Jena Karmali is a Business Development Associate and a 3rd-year Finance and International Business student at Simon-Fraser University's Beedie School of Business. She has previously worked as a Marketing & Events Coordinator at BlueShore Financial, Summer Intern at Robert Half Finance & Accounting, and a Volunteer in the Branding & Communications sector at RBC. Jena enjoys volunteering as a team leader at the Aga Khan Foundation and is a part of several other community-related initiatives.

Anne Jackson, BBA, CMA

Wealth & Estate Planning Specialist

Anne specializes in providing tax planning solutions for our clients, and holds a Business Administration Degree from Simon Fraser University, with a concentration in Accounting and Finance.  She also holds a Certified Management Accountant (CMA) designation and brings years of taxation and accounting experience to the group.  Anne is insurance licensed and is currently working towards her CFP designation.

Anne’s accounting and independent taxation consulting experience has given her knowledge and skills in advanced financial, tax and estate planning strategies for high net worth clients.  She is committed to fully understanding a client's individual situation, in order to create and implement tax efficient, long-term successful solutions for each client.

 

 

*Insurance and estate planning services are offered by Canaccord Genuity Wealth & Estate Planning Services Ltd.