Investment management and financial strategy for Canadians.
Ryan Dawes, Jason Dawes, and Nelson Denby
Our Services
Asset Management
Welcome to our asset management service, where your financial goals meet professional guidance. Led by our skilled team member, Jason Dawes, a Chartered Financial Analyst (CFA), we offer personalized portfolio management tailored to your unique needs. At the heart of our approach is a commitment to understanding your objectives and crafting strategies that align with your goals. Our portfolios are carefully created and continuously monitored, ensuring they adapt swiftly to evolving market conditions. We have an open platform that allows us to utilize assets from the entire investment market, not just proprietary funds. Experience the confidence of having a dedicated professional like Jason Dawes overseeing your investments, helping you protect and grow your wealth over the long-term.
Retirement Planning
Enjoy a secure retirement with our comprehensive planning service. Led by Nelson Denby, equipped with extensive experience and proficiency in our cutting-edge planning software, we provide tailored strategies to optimize your retirement goals. From tax efficiency to personalized savings and withdrawal plans, we meticulously analyze all the various factors impacting your financial future. We offer real-time scenario analysis, enabling you to visualize the impact of different strategies on your finances instantly. When things change with your life we are always ready and able to update your plan and show you how your goals are impacted. Our focus is to empower you to make informed decisions and navigate the complexities of retirement planning with confidence.
Estate Planning
Secure the legacy you've built and ensure a smooth transition of wealth to your loved ones with our specialized estate planning service. Spearheaded by Ryan Dawes, an experienced professional in insurance and estate planning solutions, we offer tailored strategies to safeguard your assets and minimize tax liabilities. Whether we utilize strategic insurance products or leverage our in-house legal team to help you establish trusts, we will craft a personalized plan designed to maximize the amount passed on to your chosen beneficiaries or organizations while minimizing contributions to government taxation. We will work with your lawyer and other professionals to ensure everyone is on the same page and working towards your goals. We navigate and simplify the complexities of estate planning to provide peace of mind and preserve your financial legacy for generations to come.
As a family-run practice, we understand the value of family because it's at the core of who we are. Brothers Jason and Ryan Dawes lead the charge, with Nelson Denby feeling like a brother himself, so much so that he's even considering changing his last name to fit in (Denby is close enough though, right?). With Jason Dawes, one of the few CFAs in the city, managing your money, you can trust that your investments are in capable hands. We feel that you would be hard pressed to find someone in the Okanagan with his background and expertise when it comes to asset management. Unlike some advisors who can be limited to proprietary products, we have the flexibility to invest in what's truly right for you. Our team believes that a meeting with your financial professionals should never feel like a trip to the dentist… so expect our meetings to be engaging and enjoyable. We want all of our clients to feel confident that if they call or email us, they can expect a thoughtful and accurate response in a timely manner. These principles have guided us in managing over 200 households in Western Canada, and they're the same principles that we believe will continue to drive our growth as we help even more clients achieve financial success.
Our Team’s Difference
Meet The Team
Ryan Dawes, RRC, B.Econ
Ryan is an experienced professional known for his easygoing spirit and unwavering dedication to serving our clients. With a passion for finance and a natural talent for connecting with people, Ryan's journey began as a golf pro shop assistant before swiftly transitioning into the dynamic world of finance upon obtaining his economics degree.
Drawing from his time at GE Capital Solutions and over 15 years of experience in financial services, Ryan has solidified his reputation as a trusted advisor among many families. His profound expertise in insurance, coupled with a proficiency in risk management and estate planning, empowers him to deliver tailored solutions that ensure financial security for our clients.
Beyond his professional pursuits, Ryan is a devoted family man, a lifelong Canucks fan, and an absolute standout in spin class (we’re talking front-row people). With his winning combination of expertise, warmth, and dedication, Ryan Dawes enriches our team and the lives of our clients.
Consultant
Jason Dawes, CFA
With over 15 years of asset management experience, Jason Dawes brings a unique blend of expertise and insight to our clients in the Okanagan region. As one of the area's few CFA charter holders, Jason's proven track record includes serving as Chief Investment Officer of a family office down in California.
Jason is known for his ability to deliver portfolio management that prioritizes sustainable growth and capital protection. His ability to synthesize macroeconomic data into actionable strategies has consistently benefited our clients.
Beyond finance, Jason finds joy in fishing and cheering on the Canucks with his young son, Jack. Is this going to be their year?
With Jason Dawes, clients receive personalized, results-driven investment guidance from a trusted professional committed to their financial success.
Consultant
Nelson Denby, RRC, BBA
Born and raised in Kelowna, Nelson is a dedicated financial professional with a passion for leveraging technology to empower our clients. Nelson earned his business degree with a major in finance from Okanagan College, where his academic excellence earned him recognition from institutions such as the Vancouver Fraser Institute and the Western Canada Business Competition (WCBC). He is currently on the path to achieving his CERTIFIED FINANCIAL PLANNER (CFP) designation.
With a strong background in technology, Nelson possesses a unique skill set that allows him to create tailored financial plans for our clients. His proficiency in running real-time scenarios and updates ensures that clients receive a dynamic and personalized planning experience.
Outside the office, you'll find him on the soccer field or biking through downtown Kelowna.
With Nelson Denby, expect innovative solutions and personalized guidance tailored to your financial goals.
Consultant
Heather Thomson
With over two decades of experience in the financial services industry, Heather is a professional known for her exceptional client service and managerial expertise. Heather's journey in finance includes key management roles at esteemed firms such as RBC Global Asset Management and Connor, Clark & Lunn, where she consistently delivered outstanding results and built strong relationships with clients.
A graduate of Simon Fraser University (SFU) and the University of British Columbia (UBC), Heather's academic background complements her extensive industry experience. Her commitment to excellence and dedication to client satisfaction have earned her a reputation for reliability and professionalism.
Heather's passion for a balanced lifestyle led her to trade the city life for the serene surroundings of Kelowna. Here, she enjoys indulging her love for golfing amidst the stunning backdrop of the Okanagan Valley. Her commitment to our clients and her friendly demeanour make her an invaluable member of our team.
Executive Assitant
Our Wealth Management Process
Initial Consultation
As the initial phase of our wealth management process, our priority is to assess the individual's financial situation comprehensively. We delve into personal goals, address any inquiries, and ensure there is a thorough understanding of our team, services, and approach.
Strategic Discussion
During the strategic discussion stage, we thoroughly review all your information to begin crafting a preliminary financial plan. This involves identifying necessary account openings and ensuring clarity for you on the direction we're taking. Typically, in this stage, we engage in a conversation about your investor profile, which helps kickstart the portfolio creation process.
Client On-boarding
During our client onboarding stage, we gather essential personal information to initiate the opening of your new investment accounts. Additionally, we oversee the completion of all necessary compliance documentation. Throughout this process, we introduce you to your online access and ensure your portal is fully operational. Furthermore, we handle the seamless transfer of any investments from other institutions, ensuring a smooth transition to our services.
Ongoing Portfolio Management
The initial investment in your portfolio marks just the beginning. We firmly believe in the importance of adapting your portfolio to changing market conditions and life circumstances. Alongside personalized updates on your portfolio, you'll also receive our monthly newsletter, keeping you informed about market trends and our insights.
Consistent Planning & Communication
Once your accounts are established, we'll finalize your financial plan. As our client, we'll continuously monitor and adjust your plan to reflect any life changes. You'll have access to real-time expert planning for your questions and scenarios. We are dedicated to implementing strategies that best suit your needs.
Case Study: Sam & Darren
Darren and Sam transformed their investment journey with our guidance. As seasoned savers and financially astute individuals, they initially managed their investments independently through a discount brokerage firm. However, the constant monitoring of their portfolio led to stress and lingering uncertainties about their retirement plans.
Upon seeking our assistance, Darren and Sam entrusted us with their investments, allowing us to seamlessly transfer them and create a portfolio tailored to their preferences and retirement needs. Through multiple planning sessions, we were able to provide comprehensive answers to their retirement queries.
”We were in the process of looking for a new Advisor to help with our retirement needs.
Being in our fifties meant this would be the last time for change. It was important we worked with a team that understood our needs with retirement around the corner.
Jason Dawes was recommended by a friend, and we were glad he was.
From the first meeting with the team, they outlined the process and how to continue to build our portfolio for the future. It didn’t feel like a customer led process but more of a partnership to reaching goals.
Jason’s knowledge and technique of explaining how it all works was simple but effective. All questions were treated with respect, and answered in a way that was easy to understand.
Nelson’s expertise in the IG Living Plan has created a sense of calm and direction. When adjustments have been needed, they have been done with minimum fuss and presented with detailed explanations.
It’s nice knowing we are in great hands, and feeling confident we are on the right track to retirement.”
- Darren & Sam (Clients)