Mike is a natural innovator. His entrepreneurial mind-set, and his straightforward and goal-oriented style have enabled him to develop many of Elevate Wealth’s creative solutions. His forte is analyzing and improving financial strategies. He is singularly focused on enhancing benefits to clients, whether that means expanding their net worth, reducing the risk in their portfolio, or reducing their tax burden. Mike has become recognized for his strategic vision in financial services by crafting one of the most efficient investment teams in the country. Mike is a strong believer in using business as a force for good. He has sponsored four foster children for almost 20 years and ensured that giving back is part of the team’s goals every year. He taught skiing in France and Switzerland and coached football for many years. He uses the same patient coaching style to help clients understand and work towards their priorities. Tennis, skiing and travel with his family top his free time list.

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Rob exudes confidence and calm in the financial realm. He is known for simplifying the complex by quieting the noise in day-to-day household finances and focusing on the key pieces that need changing. He brings years of experience and deep long-lasting relationships to the Elevate Wealth community. With almost four decades in the financial industry, he knows how to craft clear financial plans for families with full schedules. Rob attained his Certified Professional Consultant on Aging (CPCA™) and specializes in “retirement transition”, helping clients to shift their focus to their post-working years with minimum upheaval and abundant peace of mind. Rob has been on the advisory group to the executive team at the Salvation Army Buchanan Lodge “complex care” home in New Westminster since 2010. Rob has a passion for paddling. Multi-day wilderness canoe trips keep his inner calm intact.

Andrew understands the complexity of intergenerational relationships. When it comes to life goals, ensuring that family members work together seamlessly takes skill. It is for this reason that Andrew sees determining a client’s insurance needs as an important part of a solid financial plan. Andrew’s caring, trustworthy nature makes for strong bonds and long-term relationships. He sees things from all angles and has a straight-forward demeanor that clients and colleagues appreciate. Andrew taught skiing in Whistler and in New Zealand for 8 years and this coaching approach shows in all his conversations with clients. Always finding fun in family life, Andrew also takes to the mountains on skis or bike when he is not coaching his son's hockey or watching his daughter's basketball and dance.

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Rosemary has worked in the financial services industry for over 30 years. Starting with the market crash of 1987, she has lived and worked through many ups and downs in the markets. Experience and wisdom come from dealing with adversity and challenges such as these. She is a very warm and caring person who builds incredibly strong relationships with her clients. They are more like family to her. Many of her clients have been with her for decades and she works to help several generations of family. Rosemary has been an ardent supporter of the Save Your Skin Foundation which was started by her sister Kathy – a melanoma survivor who was given 6 months to live…in 2003. Both Rosemary and Kathy are still very active with the Foundation. Rosemary is an avid runner and participated in the 71 km D-Day run in France to commemorate the 75^th anniversary of D-Day and to raise money for Save Your Skin.

Brendan is a dedicated and driven financial advisor committed to helping individuals achieve their version of financial success. With a passion for behavioral finance and an analytical mind, he empowers clients to be active in the financial planning process, making informed decisions that align with their goals and values. With expertise in everything from investing for homeownership to estate resolution and succession planning, Brendan is quickly making a name for himself as a trusted advisor in the industry. Outside of work he can be found playing every sport that he can, but always coming back to Soccer and Snowboarding.

Veronica is the hub of client communication within the team. She coordinates both in-person and phone appointments for the Portfolio Managers. She participates in client meetings, ensuring that all client and team action items are completed proficiently. And most important to many of our clients, Veronica creates our customized Financial Plans.

Garrick is proficient, reliable and quietly tenacious. He is committed to providing client-based solutions responding to incoming inquiries, executing trades, and assisting in the preparation of tax packages. His technology expertise has guided our group for decades, and his ideas have spawned many of our customized reporting and presentation materials. 

As an experienced marketer, Liz has run national marketing campaigns and developed communication strategies. She guides the planning and direction of marketing communications.