Ken has over 35 years of experience in the field and is one of the top wealth advisors in Canada. He is well known for his expertise in working with affluent individuals and for his unparalleled commitment to delivering integrated, sophisticated wealth management strategies to ensure growth and preservation of capital. Ken is also recognized as one of the foremost authorities on Separately Managed Accounts/Individually Managed Accounts, through his self-written book, Winning With Integrity, A Powerful Guide to Successful Investing with Individually Managed Accounts. His high levels of energy, passion, determination, professionalism and global perspective have clearly benefited his select group of clients.
An accomplished and sought after public speaker, Ken has addressed both industry and non-industry groups across Canada on topics relating to investing, motivation and successful business practices. As the author of six books; Power Marketing, Tomorrow Never Lies, Winning With Integrity, The Game Plan and Lost In The System, Ken is frequently quoted and seen on local media for his insight and strategic thinking.
Ken has achieved his Certified Divorce Financial Analysts designation. Having gone through his own challenges with divorce, he was able to take an incredibly difficult and stressful time in his life, and turn it into a learning experience, one that he can use to help other people in similar situations. For those going through a divorce, Ken’s insight and knowledge can help simplify matters for you and possibly keep you out of the daunting court system.
Portfolio Manager, Vice-President
Nick brings clients a combination of experience and expertise that is unique to Canadian investors.
After years of recommending winning investment strategies for some of the country’s largest institutions, he’s found the personal relationships that result from managing individual client portfolios to be even more rewarding.
His experience in financial markets, securities analysis and portfolio management spans more than four decades, beginning his career as a Chartered Accountant with Price Waterhouse in 1964 before moving into the finance and investment industry in1969. He was the first analyst in Canada to publish regular portfolio strategy observations in 1973, and over the years he has been rated as one of Canada’s top strategists.
As a result of his track record for performance and ongoing visits with company CEOs and CFOs of Canada’s most prominent public companies, Nick remains a popular guest on BNN (the Business News Network) and is a frequent commentator in national newspapers.
CODY GORDON, BBA, CIM, CFA
Associate Investment Advisor
Being with Verus Financial for over seven years, Cody has been an intricate part to both the operational and investment side of the business. Having obtained his Bachelors of Business Administration (BBA) from the Beedie School of Business with a concentration in finance, he continued his education further and is now a Chartered Financial Analyst (CFA®). This designation is considered the pinnacle of knowledge and expertise for the investment industry. He also obtained his Chartered Investment Manager (CIM®) designation.
As a Senior Investment Associate, Cody is responsible for financial research and analysis, overseeing all aspects of operations, and ensuring all client’s requests are actioned in an accurate and timely manner. Cody also works closely alongside Senior Portfolio Manager Nick Majendie and we’re looking forward to seeing Cody’s role evolve.
Outside of work, Cody is an active participant in many charitable organizations and events. In 2011, Cody completed the Ride to Conquer Cancer, which consisted of a two day bike ride from Vancouver to Seattle. Alongside his father Ken, the two managed to raise a total of $13,305.00 for the BC Cancer Foundation. While attending university, Cody played three years of Junior B hockey in the PIJHL. He is also an avid golfer and tennis player.
RANA LEE, CIM
Associate Investment Advisor
Rana stepped her foot into the financial services industry in 2006 and gravitated towards the investment arm in 2010. Starting her career in wealth management in Toronto she eventually made her way back home to Vancouver in 2013 and joined Nick Majendie. Rana’s role as Senior Investment Associate on the team handles all portfolio trading, oversees all operations, manages client relationships and provides wealth management solutions. She is on her way to completing CIM (Chartered Investment Manager) designation and continues to advance her career in Wealth Management.
In her free time, Rana enjoys life with her teenage son and is involved with supporting his extracurricular activities. Her love of sports, in particular basketball, from playing in college has currently led to coaching at the local high school. Rana likes to stay active and can be seen biking around the seawall, up in the mountains hiking or snowboarding down the slopes. In the summertime Rana will be out loving her newest hobby, riding her Kawasaki Ninja.
Chase has been a part of the Verus Financial team since 2016. In his role as an Investment Associate, he is very involved in servicing and managing client relationships on a daily basis. He is also responsible for organizing unique events, such as seminars and luncheons. In the coming years, Chase will primarily be focusing on Verus Financial’s business development.
Chase graduated in Business Management and also studied International Business abroad at Tokiwa University in Japan. He continued to enhance his educational background by completing the Canadian Securities Course (CSC) in 2019. He looks to continue his education further by pursuing his Chartered Investment Managers (CIM) designation in the future.
Chase’s dedication and commitment to expertise is demonstrative in having competed at a high level in kickboxing. While continuing to train for fun, he enjoys playing golf and is very involved in supporting local community events.
Carmen has been with Verus Financial since 2007. She graduated from Emily Carr University where she received a Bachelor of Design degree majoring in Communication Design and brings several years of experience as a Graphic Designer to the team. Carmen oversees marketing and also works closely with Chase and Montana to provide administrative support to the team by maintaining a smooth administrative process and providing accurate and efficient client service.
Carmen was born and raised in Vancouver and enjoys camping, playing tennis and skiing. She is also a very talented baker and spoils the team with baked goods and elaborate special occasion cakes.
Grace has worked in the financial and customer service industry for over five years. She is a graduate from Simon Fraser University where she received her Bachelor of Science degree.
Grace started working with Nick in 2015. She helps with Nick’s research and provides support to the team through administration of client accounts, and ensures the smooth and efficient execution of the team’s daily administrative operations.
In her spare time, she enjoys reading and travelling.