Our Team
We are driven by a passion to help families improve their financial literacy and realize their true potential.
We understand that a trusting relationship is established by placing your interests first and foremost. We believe long-term relationships are maintained by providing high-quality, personalized advice, combined with prudent, effective asset management and excellent service.
Ian has been providing portfolio management and financial planning expertise to high-net-worth families for decades. As a strategist, his advice and guidance are integral to families from all walks of life with diverse goals and values.
He is both a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) with industry experience covering insurance, brokerage and independent advisory entities.
Ian and his wife Tracy love spending time with their rescue dogs and horses.
Ian is a strong believer in serving the community and is currently actively involved with the Developmental Disabilities Association as President
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Doris has been providing client communication and administrative services for over 30 years, and has extensive experience in the brokerage and banking sectors. In her time, Doris has received several service excellence awards for developing client relationships. Doris is an Investment Representative and has completed the Canadian Securities and Conduct and Practices Handbook course with the Canadian Securities Institute and has received her Letter of Accomplishment from the Institute of Canadian Bankers.
Angela boasts two decades of expertise in Accounting and Finance, having thrived as an Accounting Manager. With a keen attention to detail, Angela excels in active listening, understanding, and implementing effective solutions to complex challenges.
Recently embarking on a new chapter in Finance and Investments, Angela is enthusiastic about collaborating with her brother Scott and leveraging her extensive background to advance within the industry. Her vision includes establishing a sustainable business model focused on delivering exceptional client care.
Known for her empathetic nature, Angela is characterized by patience, sincerity, and a steadfast commitment to enhancing and inspiring others' lives. Alongside her spouse, she delights in nurturing their four children who lead very active lives with school and sports activities.
Angela embraces continuous growth through reading and meditation, embodying a dedication to lifelong learning. She has completed the Investment Funds in Canada, Canadian Securities Course, and is currently studying her CPH course.
Scott has been in the financial services industry for almost 20 years. After gaining valuable experience in retail banking, he has spent the last decade focusing on investment management and financial planning. As a Certified Financial Planner, Scott's wide range of experience is integral to the high level of service he provides the families he works with.
Scott's true passion is caring for others, and he is excited for the opportunity to provide clients a more tailored focus. He is thrilled to have his sister Angela join him in creating a family business that is client-centric. Scott’s unwavering focus on client care will continue to serve him well with the Tasker Wealth team.
Scott and his wife Jessica have lived in the Lower Mainland all their lives. They are blessed with twin boys and enjoy everything beautiful British Columbia has to offer. Jessica and Scott are raising their sons with the same strong values and moral compass that aligns with the family business.
As a Certified Financial Planner – CFP, who specializes in retirement, legacy, estate planning and insurance, Michel has been helping families with their financial needs for over a decade. Michel possesses the licensing and expertise needed to offer the best possible service to clients.
Michel provides effective planning solutions in tax efficient wealth creation, preservation and transfer, risk management and income protection. He prides himself on developing innovative and customized plans that protect and build wealth for families - lifetime and their future generations.
Michel is excited to be a part of Tasker Wealth, a specialized team that provides high-quality, high value advice to business owners and families.
The amazing mountains and Pacific Ocean gave Michel a reason to settle down in British Columbia as he loves exploring the outdoors. When not at the office, there's a good chance he's enjoying his time sailing the beautiful coastal waters of British Columbia either competitively or just leisurely cruising with his wife and daughter.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
The CRPC® designation is the end result of a comprehensive program that helps financial advisors master the entire retirement planning process, going far beyond retirement income. With financial decisions that will determine their security and lifestyle for the balance of their lives, people born in the early 1960s are demanding a high level of knowledge from their advisors. This program is designed to help retirement planning counselors to meet these demands. This article provides an overview of the program.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
