Stav Adler, CIM, CIWM, FCSI, CPCA
As a trusted and experienced Investment Advisor I help my client choose and manage their investment portfolio within the context of a comprehensive retirement plan.
Using the most advanced retirement planning techniques available, I financially model my client’s circumstances to help them make some of the most critical decisions for their future. While I consider retirement planning a science and art, it is most of all, a trust based service that provides my clients peace of mind and security.
Investments I may recommend to my clients include managed portfolios, individual blue chip equities, annuities, fixed income securities, alternative investments and venture financing opportunities.
In 2011 I attained the designation of a Chartered Strategic Wealth Professional (CSWP). This is the highest wealth management designation offered by the Canadian Securities Institute and is held by fewer than 3% of Investment Advisors. I also hold the designation of a Certified Professional Consultant on Aging (CPCA), which specializes in social, financial, and health related issues for individuals who are in the 50+ age group.
I have lived my life in Vancouver and have been involved in several organizations and activities. I have received national equestrian show jumping awards, won international karate tournaments, and held a provincial record in track and field for 11 years. I worked in a family equestrian business for five years before becoming an Investment Advisor and still enjoy coaching children on a volunteer basis.
1900-666 Burrard Street
Vancouver, British Columbia
V6C 3N1 Canada