Verus Financial Investment Team
Ken has over 33 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.
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 has now been part of the Verus Financial team for over five years. He obtained his BBA from the Beedie School of Business with a concentration in finance, and is currently an Investment Associate. He is also a CFA (Chartered Financial Analyst) level one candidate and hopes to complete the designation in the coming years. As an investment associate Cody is responsible for financial research and analysis. He currently works with one of the Verus portfolio managers in purist of generating superior risk-adjusted returns. Cody is also responsible for creating and maintaining quarterly performance reports and tax documents as well as servicing clients investment needs and questions.
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 hockey. He is also an avid golfer and tennis player.