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Our Team


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MICHAEL HOLDEN, Director, Private Client Group & Senior Investment Advisor is committed to building relationships based on trust and enhancing the financial security that his clients experience. His strengths include his analytical skills, his extensive training and his industry experience. These are the tools he uses to assess financial products� reliability, security and growth and to strategically match them to each client�s financial objectives. He joined Great Pacific Management in 1991, which ultimately became part of DundeeWealth, in 2004. Mike is married with two young boys who keep him busy and active. |
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ROB PARRISH, Investment Advisor graduated from UBC with a Bachelor of Science degree, then completed his Masters of Science degree there in 1981. After working five years with Canada's largest bank, he joined DundeeWealth's predecessor in 1987. Rob became a Chartered Financial Planner in 1991, and now carries the Certified Financial Planner (CFP®) designation. He attained his life insurance licence in 1990, has been a Level 2 licensed agent since 1994 and is currently an insurance advisor with Dundee Insurance Agency Ltd. As part of his specialization toward retirement planning, Rob attained Certified Professional Consultant on Aging (CPCA) designation in 2005, then called the Certified Senior Advisor (CSA) designation. Rob focuses on distilling complex financial issues down to simple, clear solutions for clients. |
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ANDREW CHOWNE, Investment Advisor deeply values the connection he shares with his clients. Working with his clients to help them determine their financial and life goals, which then become the basis for creating and maintaining an effective financial plan is what really excites him about his line of work. After graduating from UBC, Andrew worked with a variety of small and large local businesses before deciding to turn his interest in financial planning into a career. He joined Great Pacific Management, which ultimately became part of DundeeWealth, in 2004. Andrew has completed the Professional Financial Planning Course through CSI (Canadian Securities Institute) and is a Level 2 licensed Life Insurance Agent with Dundee Insurance Agency Ltd. |
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LORENZO PEDERZANI, Investment Advisor has over 10 years of financial service experience in both Canada and the United States. He opened his private practice in Vancouver seven years ago upon his return from New York City where he worked as a Business Analyst at a US bank. Lorenzo currently holds designations as a Certified Financial Planner, a Financial Management Advisor, and a Fellow of the Canadian Securities Institute. He is an active financial educator who teaches financial planning at many of the cities, RCMP offices, and companies around the Lower Mainland. |
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DONNA YOUNG, Administrative Assistant thoroughly enjoys addressing the administrative questions and concerns of our clients. She is dedicated to ensuring your accounts are maintained correctly and that transactions are processed quickly. Her many years of industry experience as an administrative assistant is greatly valued and appreciated by both our clients and our team. Prior to joining us in 2000, Donna worked with the company in the Campbell River branch, followed by a period in the Administration Department at the corporate office in Vancouver. |
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GARRICK CHAN, Administrative Assistant is motivated most by exploring investment opportunities and designing effective client solutions. He values the opportunity to be creative and his computer expertise touches all aspects of our customized reports and presentation materials. Garrick graduated from SFU in 1999 with his Bachelor of Business Administration in Accounting. He joined Great Pacific Management that same year, which ultimately became part of DundeeWealth, in 2004. | *Insurance products provided through multiple insurance carriers |
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The particulars contained herein were obtained from sources which we believe are reliable, but are not guaranteed by us and may be incomplete. The opinions expressed have not been approved by and are not those of DundeeWealth Inc., its subsidiaries, or its affiliates, including, but not limited to, DWM Securities Inc. Dundee Private Investors Inc., Dundee Insurance Agency Ltd. and DundeeWealth Mortgages. This website is not deemed to be used as a solicitation in a jurisdiction where this DundeeWealth representative is not registered. |
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