Profile Photo
Macdonald, Shymko & Company Ltd.
Advisor / Owner
Nov 03, 2020 1 month ago
CFP (Canada) CIM RFP
Bio

I am a native of Vancouver and hold a Bachelor of Business Administration in Finance from Simon Fraser University. I joined Macdonald, Shymko & Company Ltd. (MSC) in 1997 and became a principal of the firm in 2000. I received an Associate Certificate in Financial Planning from the British Columbia Institute of Technology, and hold the CFP® (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CIM® (Canadian Investment Manager) designations as well as being a Practitioner Member of the Institute of Advanced Financial Planners (IAFP). I have also successfully completed the Level 1 of the CFA (Chartered Financial Analyst) Program and registered as an advisor under MSC’s Portfolio Manager status.

Away from the office, I enjoy living in Ladner BC with my family including my wife Deb and we have 3 offspring in various stages of life.  I count myself as an avid Vancouver Canucks fan and continue to play hockey but equally passionate about my beloved Southampton Saints of the English Premier league.  I recently added Asparagus to my garden, and like a good financial plan, the crop is a long-term commitment. 

Personal Information
(604) 687-7966
Male
Vancouver
Undergraduate
Employer Information
Macdonald, Shymko & Company Ltd.
950 - 510 Burrard Street
Vancouver BC V6C 3A8
Canada
(604) 687-7966
Practice Information
Advisor / Owner
1997
ICPM
Fee based (AUM) Fee Only - Hourly
Alberta British Columbia Ontario
No
No
IAFP PMAC
ESG & Impact Investing Estate Planning Financial Planning Portfolio Management Retirement Income Planning Tax Planning