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Russ learned at a young age that he wanted to help people properly manage their finances. Inspired by reading The Wealthy Barber in 1989, he decided to pursue a career in financial management.
After graduating with a commerce degree from UBC in 1994, Russ began building a financial investment practice, which he transferred five years later to his good friends Robert Mulrooney and Rudy Chung.
Russ then worked with several Vancouver-area investment and venture capital firms, helping clients navigate toward successful and enjoyable retirements. Along the way, he obtained his life insurance license and worked with a variety of portfolio managers, gaining many valuable insights into professional money management.
In the fall of 2011, Russ moved to the Comox Valley to join Robert Mulrooney’s investment practice. This is where his twin girls — and later, their little brother — started kindergarten.
Russ enjoys spending family time outdoors, especially on the slopes of Mount Washington, where he can be found hitting the slopes with the whole family. His thoughts on the Comox Valley are simple: “I feel truly blessed to be able to work and live in such an amazing place.”
When Russ moved to the Comox Valley, he made a commitment to be active in the community. He chose to do that by becoming a member of the Comox Rotary Club, where he served as club president from 2018-2019. The Rotary clubs of the Comox Valley have deep roots in supporting local charities and initiatives. Russ and Robert share the belief that community involvement is extremely important in our personal lives as well as our professional lives.
Contact Russ today either by emailing us through the website or by calling (250) 338-5222 or 1-866-865-3678 (toll-free).
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Your mindset reflects your wealth.
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