Meet The Team

Senior Investment Advisor

Senior Portfolio Manager

CA

CFP®

CIWM

After over 36 years in the financial services industry, Russell still wakes up every day with passion and purpose.  He quarterbacks the planning and execution of his client's VSI Wealth Plans and draws on his tax planning background from his time spent working at a top tier international accounting firm.  As a portfolio manager, he also oversees the construction and execution of his client's investment strategies.

Russell graduated from the University of British Columbia with a business degree in Finance.  He has always had a deep fascination with investments and the stock market and is always learning more each and every day. Russell holds the Chartered Professional Accountant (CPA, CA) designation as well as the Certified Financial Planner (CFP®), Chartered Investment Manager (CIM®), Fellow of the Canadian Securities Institute (FCSI®) and Certified International Wealth Manager (CIWM) designations. He is also a Life Insurance Advisor with TD Wealth Insurance Services. Russell has been providing financial services to his clients since 1989.

Russell is a fourth generation Vancouverite.  His great grandfather came to Vancouver in the late 1800's to help build Canada's national railway.  Every Saturday morning, Russell enjoys playing ball hockey with his old high school and university friends and he stays fit by visiting his trainer twice a week.  Russell periodically still enjoys playing the keyboard with his old band and enjoys new experiences and travelling with his wife and teenage daughter.

English

University of British Columbia

Senior Portfolio Manager

Senior Investment Advisor

FMA

CIWM

CIM®

Marley began his career with TD Wealth in 2006 and is a Senior Portfolio Manager and Senior Investment Advisor. He is deeply committed to lifelong learning and continually expands his knowledge to better serve and guide his clients in a constantly changing financial landscape. He also believes in empowering clients through education, helping them gain confidence in every financial decision they make.

An early interest in investing and a natural talent for mathematics led him to pursue formal studies in Financial Management and Accounting at BCIT. He has since complemented his education with the Financial Management Advisor (FMA), Certified International Wealth Manager (CIWM), and Chartered Investment Manager (CIM®) designations, credentials that support his role as a Senior Portfolio Manager. As such, he works closely with the team to design, execute, and monitor customized investment strategies, always with a comprehensive wealth planning approach at the core of the practice. Beyond portfolio management, he channels his love of writing into a quarterly newsletter that keeps clients informed and engaged on the team's current views of the financial environment.

Rooted in a rich blend of cultures, Marley proudly honours his Jamaican heritage from his father’s side and his Polish-Ukrainian roots from his mother’s. His mother’s story, in particular, shaped his outlook on life — she grew up as one of many siblings on a hard-working farm in Pine River, a tiny northern Manitoba town known for its long winters and rugged spirit. As soon as she was old enough, she traded the bitter cold and fields for the sunshine and ocean breezes, finally settling in Victoria where Marley was born. Outside of the office you'll typically find Marley playing any combination of sports when the sun shines and on the top of a ski hill when the snow falls. That same adventurous spirit has transcended into a desire to understand new cultures and he; his wife, son and daughter strive to travel somewhere in the world they've never been, at least once a year. He values quality time with his family above all else — a perspective that guides his commitment to helping clients plan for what truly matters most in their own lives.

Associate Investment Advisor

Chris joined the group in 2017, and his focus within the team lies in overseeing client portfolio construction and wealth planning integration. He is responsible for executing trades across our portfolios in a consistent and disciplined manner, aligned with our broad views. In addition to portfolio management support, he is actively involved in maintaining strong client relationships and ensuring a high standard of service, helping to deliver a seamless and personalized experience for every client.

After Chris completed his International Business program, he joined TD's insurance division in 2012. Working with hundreds of clients each month, he honed his skills in client service and experience.

To join the team, Chris moved from his hometown of Burlington, Ontario with his wife Kate and added a son, Austin, followed by a furry brother, Harley, their golden lab to his family. In his spare time Chris enjoys physical activity and keeps fitness as a top personal priority. He enjoys cooking, loves to share recipes and is known for his prowess on the golf course on a good day.

Administrative Associate

Cathy joined the team in 2024 and provides dedicated administrative and specialized support.  She assists with account administration to support our clients. 

Cathy grew up in Vancouver and has been with TD Bank Group for over 5 years now. She previously worked at the branch as a Personal Banking Associate supporting clients with their everyday banking needs before joining TD Wealth in 2022.

In addition to English, she speaks Mandarin, Cantonese, and Korean, and she hopes to keep adding more to the list.

When she's not watching movies or creating websites, she enjoys discovering new hiking trails in the summer and snowboarding  in the winter.