Our Team
We are driven by a passion to help families improve their financial literacy and realize their true potential.
We understand that a trusting relationship is established by placing your interests first and foremost. We believe long-term relationships are maintained by providing high-quality, personalized advice, combined with prudent, effective asset management and excellent service.
Ian has been providing portfolio management and financial planning expertise to high-net-worth families for decades. As a strategist, his advice and guidance are integral to families from all walks of life with diverse goals and values.
He is both a Chartered Investment Manager (CIM®) and Certified Financial Planner (CFP®) with industry experience covering insurance, brokerage and independent advisory entities.
Ian and his wife Tracy love spending time with their rescue dogs and horses.
Ian is a strong believer in serving the community and is currently actively involved with the Developmental Disabilities Association as President
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James is not affiliated with the above organizations and/or charitable causes.
Doris has been providing client communication and administrative services for over 30 years, and has extensive experience in the brokerage and banking sectors. In her time, Doris has received several service excellence awards for developing client relationships. Doris is an Investment Representative and has completed the Canadian Securities and Conduct and Practices Handbook course with the Canadian Securities Institute and has received her Letter of Accomplishment from the Institute of Canadian Bankers.
Our team has a simple mission – to provide great client outcomes by working with our clients to invest in themes of the future. We are continually interpreting the complexities and confusion of our world to bring you the best intelligence for informed investment decisions. We meet your objectives through providing timely, transparent, and clear financial planning and investment services to drive high client performance.
Based in Vancouver, BC, Johannes Weinmar is an experienced Financial Advisor for Raymond James Ltd. He also works with US citizens living in Canada and Canadians who have moved to the United States, through his unique advantage of also being licensed in the US with Raymond James (USA) Ltd. (RJLU).
Johannes understands the challenges facing many families, either starting out or nearing retirement. When not working with clients, he enjoys his time with his wife, Katherine and their three children, Claire, Alice and Theo. While living in Vancouver, Johannes also enjoys relaxing and camping in the Chilliwack area.
The Chartered Investment Manager (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
The CRPC® designation is the end result of a comprehensive program that helps financial advisors master the entire retirement planning process, going far beyond retirement income. With financial decisions that will determine their security and lifestyle for the balance of their lives, people born in the early 1960s are demanding a high level of knowledge from their advisors. This program is designed to help retirement planning counselors to meet these demands. This article provides an overview of the program.
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.
The most widely recognized financial planning designation in Canada and worldwide, the Certified Financial Planner® designation provides assurance to Canadians that the design of their financial future rests with a professional who will put their clients’ interests ahead of their own. CFP certification is considered the standard for the financial planning profession worldwide. CFP professionals have demonstrated the knowledge, skills, experience and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession, and work with their clients to build a financial plan so that they can Live Life Confidently™.
Raymond James (USA) Ltd. All rights reserved. Raymond James (USA) Ltd. (RJLU) advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. This website may provide links to other Internet sites for the convenience of users. RJLU is not responsible for the availability or content of these external sites, nor does RJLU endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy that RJLU adheres to. Investing in foreign securities involves risks, such as currency fluctuation, political risk, economic changes, and market risks.
Caitlin is a graduate of the Financial Planning program at BCIT with the intent to pursue a career as a CFP. The program has driven her to be more motivated, analytical, and adaptable. A team player who is passionate about learning and enjoys a challenging work environment to incorporate a combination of her education, skills and experience to benefit clients and her team.
Caitlin strives to provide excellent service to clients and foster strong relations. Caitlin is a licensed Investment Representative, and has completed the Canadian Securities Course and Conduct and Practices Handbook.