At Macdonald Shymko & Co. (MSC)

Ian于1996年加入MSC，并于2000年成为公司负责人. 他的职责是通过帮助家庭在一个充满活力的世界中找到财务清晰度来提高我们的客户体验. “I thrive on demystifying the numbers, and identifying the best solutions for our clients’ complex financial challenges,” says Ian. 

Ian also often contributes content and commentary to the financial press, including The Globe & Mail, National Post, Advisor’s Edge, among other financial publications.

Experience

1989年，他从家乡基洛纳搬到了温哥华, BC, 伊恩把他的职业目标和一点好运结合起来. 当时他还在为自己的理财规划师头衔而努力, 我们的一位联合创始人恰好是他的导师之一. Plus, Ian was employed as a personal banker across the street from our offices. One thing led to another, and Ian soon crossed the street to join our firm. 

Degrees and Credentials

• Registered Portfolio Manager at MSC
• Associate Certificate in Financial Planning, British Columbia Institute of Technology
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• Trust and Estate Practitioner (TEP), Society of Trust and Estate Practitioners (STEP Canada)
• 英属哥伦比亚大学商学学士

Community Involvement

When his children were younger, he was the family’s go-to soccer and baseball coach. “在我任职期间，我可能没有培养出任何专业人才,” says Ian, “但我非常享受与孩子们和社区在一起的时光.” 

Personal Interests

伊恩是播客和纪录片的忠实粉丝, 并且一直在寻找这方面的建议. 他还兼职为家人做临时厨师. 特色菜包括各种周末早餐, including a breakfast pasta, which his son has declared a “must try.”

At Macdonald Shymko & Co. (MSC)

Keith于2004年加入MSC，将他的经验和热情应用于财务规划，并以收费为基础与客户打交道. He became a principal of Macdonald, Shymko & Company Ltd. (MSC) in 2009.

Experience

Keith在温哥华长大，1989年毕业于英属哥伦比亚大学(UBC)，获得B级学位.A. 毕业后一直在金融服务行业工作, 并在一家全国性信托公司担任过各种财务规划和管理职位.

Degrees and Credentials

• Registered Portfolio Manager at MSC
• 注册财务规划师(CFP)认证
• 加拿大投资经理(CIM®)认证
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• 完成CFA(特许金融分析师)课程的第一级
• B.A., University of British Columbia

Community Involvement

In his ongoing commitment to the profession, Keith joined the Board of 高级财务规划师协会(IAFP) in 2016, 曾担任实践管理和财务主管. The IAFP administers the R.F.P. designation, 由一群专业成员组成，致力于在加拿大各地提供全面的财务规划. 

Personal Interests

Outside of work, Keith enjoys travel, cycling, and spending time with his family and friends.

Ngoc Day, CFP®, CIM®, R.F.P., TEP 

Financial Advisor | Joined: 2006

NDAY@MSC-FEEONLY.COM | 604-687-7966

At Macdonald Shymko & Co. (MSC)

每天都渴望“学习新东西”,” Ngoc brings her experience, enthusiasm, and intellectual curiosity to her role as a member of our fee-only financial advisor team. 她于2006年加入MSC，并于2013年被任命为公司负责人.

Experience 

出生于越南，1980年移民到不列颠哥伦比亚省. Her early career was in food science, before she decided to apply her rational mindset to financial planning and investment advice. In 2015, she was named a First Runner-Up in the 2015 Plan Plus Global Financial Planning Awards, honoring “financial planners who create extraordinary value for their clients.”

Degrees and Credentials

• Registered Portfolio Manager at MSC
• 注册财务规划师(CFP)认证
• Canadian Investment Manager (CIM^®) certification
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• Trust and Estate Practitioner (TEP), Society of Trust and Estate Practitioners (STEP Canada)
• 加拿大财务规划协会会员
• BSc. in Microbiology, MSc. in Food Science

Community Involvement

Ngoc热衷于促进妇女的经济安全. 她支持两个尼泊尔慈善机构提供住所, rehabilitation, education, 为贫困妇女和女童提供职业培训, and human trafficking victims. 

Personal Interests

Ngoc loves traveling “off the beaten path,” immersing herself in different cultures. 她曾经在20天内穿越了7个国家的边界! At home, her kitchen is a culinary laboratory, where she experiments with ethnic cuisines. Ngoc将完美的一天描述为包括游泳的一天, yoga, music, and sharing delicious family meals. 

Larry Jacobson, MBA, R.F.P.

Financial Advisor | Joined: 1975

LJACOBSON@MSC-FEEONLY.COM | 604-687-7966

At Macdonald Shymko & Co. (MSC)

Having joined MSC in 1975, and becoming a firm principal in 1976, 拉里一直大力提倡我们独特的, 仅收费的财务顾问模式从早期开始. With his global perspective and an MBA in international business management, Larry在我们为美国侨民提供服务的能力方面也发挥了重要作用.S. 加拿大公民，以及在外国定居的加拿大人.  

Experience and Honors

拉里对收费金融咨询的热情部分是由于他在加入MSC之前被培养成一名传统的华尔街股票经纪人. After considering the alternative, he opted for a career path he could better embrace as a good fit for his clients and himself.  拉里还推动了财务规划职业的发展. He was a long-standing member of the 加拿大理财规划师协会(CAFP), serving in several leadership roles, including national vice president, 也是不列颠哥伦比亚分会的主席. Larry also served on the Board of 高级财务规划师协会(IAFP) in a variety of leadership roles and ultimately being elected as President in 2006; in 2010, he was elected to its Board of Regents.

Degrees and Credentials

• Registered Portfolio Manager at MSC
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• MBA in international management, Asia Pacific International School of Management
• Technology degree in Finance, British Columbia Institute of Technology

Personal Interests

An enthusiastic lifelong learner, Larry was proud to return to college after a 20-year hiatus to earn his MBA at age 45. He’s also a baseball afficionado, and is working toward becoming a bridge master. 也就是说，与家人共度时光比其他一切都重要

At Macdonald Shymko & Co. (MSC)

自1972年他和David Shymko共同创立MSC以来, full retirement is one of the few career goals Doug has yet to achieve. These days, Doug’s hands-on duties are light. 但他在我们公司和整个加拿大的远见卓识继续塑造我们作为客户的收费财务顾问的最佳实践. Whenever big, new ideas are being discussed, Doug is rarely more than a call away. He still says, “I’m not sure what I’ll do as work when I grow up; the past 49 years has just been fun.”

Experience and Honors

Like many other remarkable adventures, MSC grew out of a series of brainstorming sessions at a local bar in 1972. At the time, 为人们提供高质量的理财建议, fee only relationship was essentially unheard of as a distinct profession. 道格和大卫都不明白这是为什么, 所以他们决定从零开始创建一个新的实践. They modeled it after the level of care an attorney or accountant offers their clients. The rest, as they say, is history. 

在他辉煌的职业生涯中，道格一直孜孜不倦地倡导将收费金融建议作为一种职业, 在顾问和客户之间建立了信托关系，并且仍然是加拿大许多顾问的尊敬导师. 他是加拿大国家个人理财顾问协会(NAPFA)的第一位成员。. 他还担任了美国高级财务规划师协会(IAFP)的首任主席。, 成为全国第一个以R开头的公司.F.P. professional designation. 

道格过去和现在的领导角色和认可包括:

• 加拿大理财规划师协会(CAFP), 1984–2002: Pacific chapter director and president; national director, president, chairperson, and Board of Regents chairperson; “Member of the Year,” 1992. 
• Institute of Advanced Financial Planners (CAFP’s successor organization), 2002–2010: Board of Regents chairperson. 
• 2006年顾问之刃职业成就奖. 
• 2016年加拿大财富专业终身成就奖. 
• 美国高级理财规划师协会(Institute of Advanced Financial Planners)于2018年设立了一个年度奖项，以表彰那些为该行业做出贡献的人，并将其命名为“年度理财规划师奖” Ian Douglas Macdonald Award of Excellence. 

Degrees and Credentials

• Registered Portfolio Manager at MSC
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• Charted Professional Accountant (CPA, CMA)
• 英属哥伦比亚大学金融与市场管理硕士
• B. in Economics, University of Victoria

Community Involvement

Like father, like son. 道格和他的儿子哈米什都曾在温哥华冰壶俱乐部董事会担任多个任期，并担任副总裁和财务主管的执行职务. 

Personal Interests

Most summers, Doug and his wife Lynda can be found on their island on the Lake of the Woods, Kenora, Ontario. 天气好的时候，他也喜欢偶尔打一场高尔夫球, and curling in the winter months. Year-round, he can be seen walking his dogs, and savoring quality time with his wife, children and grandchildren.

At Macdonald Shymko & Co. (MSC)

Joining MSC in 1997, Brinsley在确保我们公司的早期理想通过不断发展的金融最佳实践和监管要求保持相关性方面发挥了关键作用. A firm principal since 2000, 他是一名财务顾问和投资组合经理, as well as our Chief Compliance Officer. 

Experience

除了给《足球外围最靠谱的网站》送报纸和在当地一家体育用品店给滑板磨刀器打杂, Brinsley knew he was destined to become a financial professional from early on. After receiving his financial degree, he joined MSC, and has never looked back. 

Degrees and Credentials

• Registered Portfolio Manager at MSC
• 注册财务规划师(CFP)认证
• 加拿大投资经理(CIM®)认证
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• 加拿大财务规划协会会员
• B.B.A. in Finance, Simon Fraser University 

Community Involvement

布林斯利作为大温哥华青年无限(GVYU)的董事会成员回馈了我们的社区。. 他特别参与了该组织的“提升项目”, 它的重点是通过教育和领导机会打破加拿大和卢旺达青年的贫困循环.  在他的孩子们玩青少年曲棍球和足球的时候，他也在不同的时间点指导他们.

Personal Interests

Brinsley relaxes by tending to his vegetable garden and playing hockey. 他最喜欢的旅行记忆之一是前往美国.K. 为南安普顿圣徒队(英格兰超级联赛)现场加油. This was a significant improvement over having to catch his favorite team on television, in the wee hours of the weekend.

At Macdonald Shymko & Co. (MSC)

1972年，大卫和道格·麦克唐纳共同创立了MSC, the firm operated out of David’s modest apartment; his cat Patches was the office greeter. At the time, 他和道格分享了两个追求突破性理想的研究生的厚望:提供目标, fee only financial advice, 撇开固有的利益冲突比较典型, sales-oriented “advice.“大卫对科学(作为一名地球物理学家)和金融感兴趣, 他为发展一种基于证据的新型金融实践带来了全新的视角, guided by process, and driven by a client-first level of care. Still an active voice in the firm’s future, David has been advancing these ideals ever since. 

Experience and Honors

David was a long-standing member of the 加拿大理财规划师协会(CAFP), serving in many capacities, 包括1991-1993年的国家总统. 他仍然是CAFP后续组织的成员, 高级财务规划师协会(IAFP), 同时也是加拿大税务基金会的成员, and the international Society of Trust and Estate Practitioners (STEP). Throughout his career, 当地和全国的财经媒体都向他寻求对各种问题的见解和评论.

Degrees and Credentials

• Registered Portfolio Manager at MSC
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• Trust and Estate Practitioner (TEP), Society of Trust and Estate Practitioners (STEP Canada)
• 英属哥伦比亚大学金融MBA
• BSc. 英属哥伦比亚大学地球物理学博士

Personal Interests

Having grown up in the mountains, 大卫爬过落基山脉的许多山峰, and he continues to enjoy a periodic hike. 作为一个经验丰富的世界旅行者和历史爱好者, 他觉得他的经历让他对生活有了新的看法，并对身为加拿大人有了感激之情. 他希望把同样的情感传递给他的继承人. 

At Macdonald Shymko & Co. (MSC)

Having focused his long- and near-term career aspirations on excellence in financial planning, Denny is a natural fit here at MSC. As an Advisor, 他的目标是通过支持我们帮助家庭实现个人财务目标的使命，促进和推进审慎的财务规划. 

Experience 

在加入MSC团队之前和之后，Denny一直在磨练自己的财务规划资质. 2019 was an especially busy year for him, 他获得了特许投资经理(CIM®), Certified Financial Planner (CFP®), and R.F.P. (Registered Financial Planner) designations. Earlier in his career, Denny was a scientist, before pursuing his greater goal of becoming a financial professional.

Degrees and Credentials

• Registered Portfolio Manager at MSC
• 注册财务规划师(CFP)认证
• 加拿大投资经理(CIM®)认证
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• BSc. in Food, Nutrition & Health, University of British Columbia; post-graduate degree in financial planning, Douglas College

Community Involvement

丹尼有强烈的回馈社会的意识, 并在当地医院担任领导和志愿者, churches and post-secondary schools. 

Personal Interests

A sports enthusiast, Denny was once one of the top 4 high-school badminton players in Orange County, California. Denny enjoys outdoor running and hiking with Rocky Point Trail being one of his favorite spots. Although he is a millennial, he would rather skip the avocado toast for the regular bacon & eggs.

At Macdonald Shymko & Co. (MSC)

From assisting with financial planning prep work to portfolio implementation and reinvestment, David’s strategic mindset and attention to detail helps ensure client reports, trade requests, and similar essential services flow along in a smooth and timely basis. While employed at MSC, David还获得了CFP®和CIM®认证, 目前正在攻读注册理财规划师(R.F.P.) credentials.

Experience

David’s earliest employment was as a library assistant while attending school. His career transitioned into developing and supporting online education programming, 在加入MSC团队之前，他在多家特许银行工作期间获得了金融经验.

Degrees and Credentials

• Associate Portfolio Manager at MSC
• 注册财务规划师(CFP)认证
• 加拿大投资经理(CIM®)认证
• Registered Financial Planner (R.F.P.), Institute of Advanced Financial Planners
• B.A. in History, University of British Columbia

Personal Interests

An avid curler, 大卫曾担任当地俱乐部的董事和财务主管，以使这项“加拿大最崇高的运动”永久化.” When he’s not curling, he’s often found reading a good book, chasing his cat around the garden, or planning his next trip with his partner.

At Macdonald Shymko & Co. (MSC)

As Portfolio Administrator, Alvine的主要职责是确保各类金融交易的正确处理，包括协调和协助财务顾问，与基金托管人互动，以确保季度客户报告的正确和完整.

Experience

Prior to joining MSC in 2019, Alvine是菲律宾顶级银行的固定收益交易员，在那里他一直是职业银行家，直到2014年. Upon arrival in Canada, Alvine专注于继续他在银行和金融行业的职业生涯，曾在几家加拿大金融机构工作，以获得知识和经验，这使他成为MSC目前的职位.

Degrees and Credentials

• Canadian Securities Course (CSC)
• B.Sc. 菲律宾圣托马斯大学工商管理专业

Personal Interests

Alvine喜欢和他的妻子去不同的地方旅行，无论是国内还是国外. He enjoys playing badminton and has recently taken up crabbing as a hobby. 他也喜欢在家里放松，看电影，听音乐.

At Macdonald Shymko & Co. (MSC)

Donna joined Macdonald, Shymko & Company Ltd. 1995年担任会计经理，负责公司所有会计和工资职能的管理和行政. 她是除创始人之外在MSC任职时间最长的员工. 

Experience

Donna在多个不同的行业(进口、销售、销售)工作期间积累了多年的会计和管理经验, insurance, (商业服务).  

Personal Interests

In her leisure time, Donna enjoys taking long walks, reading, travelling, cooking, sampling the various ethnic cuisines that our beautiful city has to offer and most importantly, spending time with family.

At Macdonald Shymko & Co. (MSC)

With strong organizational skills and a passion for efficient process, 桑德拉确保我们办公室的运作顺畅, 为客户来访营造温馨的氛围, whether in person or online. 

Experience

With 17 years of experience as a speakers bureau account coordinator in the meetings & convention industry, Sandra has been an excellent fit for MSC, 在哪里有效的沟通对我们的咨询实践至关重要. Sandra also has extensive client care experience through a variety of positions, 包括十几岁时在当地咖啡馆帮父母打工.   

Personal Interests

桑德拉是土生土长的温哥华人，喜欢在美食中冒险, photography, camping, fishing, reading, Sudoku puzzles, and spending time with her husband and dogs.  完美的一天应该是“和丈夫一起悠闲地去风景优美的公路旅行”, sightseeing and discovering local dining somewhere off the beaten path.“她最激动人心的经历之一是在使命赛道公园学习驾驶她的野马GT，并在此过程中获得了她的新手赛车执照.