Team Education & Experience
Michael Holden, B.Comm., CIM, FCSI
- Bachelor of Commerce (B.Comm.) UBC 1988
- Certified Investment Manager (CIM) 1994
- Level 1 Life Underwriters Association training course (LUATC)1991
- Level 2 Life Insurance Agent (LUATC) 1994
- Fellow of the Canadian Securities Institute (FCSI) 1994
Rob Parrish, M.Sc., CFP®, CSA
- Bachelor of Science (B.Sc.) UBC 1978
- Masters of Science (M.Sc.) UBC 1981
- Certified Financial Planner (CFP®) 1991
- Life Insurance License 1990
- Level 2 Life Insurance Agent 1994
- Certified Professional Consultant on Aging (CPCA) (formerly Certifed Senior Advisor) 2005
Andrew Chowne, B.A.
- Bachelor of Arts (B.A.) UBC 1986
- Canadian Investment Funds Course 1994
- Level 1 Life Insurance Agent 1996
- Level 2 Life Insurance Agent 2002
- Professional Financial Planning Course 2002
Lorenzo Pederzani, B.A. (Hons.), CFP®, FMA, FCSI
- Bachelor of Arts (B.A. Hons.) McGill 1999
- Certified Financial Planner (CFP®) 2006
- Financial Management Advisor (FMA) 2007
- Fellow of the Canadian Securities Institute (FCSI) 2009
Donna Young
- Office Administration Diploma, North Island College 1990
Garrick Chan, B.B.A.
- Bachelor of Business Administration (B.B.A) SFU 1999
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