Meet our team

Rick Arora
Portfolio Manager, Investment Advisor

I have been in the investment industry since 2000, and have survived two nasty bear markets – more importantly, so have my clients. I graduated from the University of British Columbia in Economics and Psychology in 1996. I have completed the Professional Financial Planning (PFP) course and the Portfolio Manager's designation.

Community involvement is a high priority for me. I am the former Chairman of the BC/Yukon Chapter of the Children’s Wish Foundation, and also sat on their Finance Committee, helping to create and implement their Investment Policy Statement that directs funds in excess of $10 million. I also sat on their Executive Committee, contributing strategic and operational leadership to the organization. As a volunteer with Junior Achievement, I have worked for many years to foster the ideals of entrepreneurship in Canadian young people.

Jimy Castanho

Jimy has been in the investment industry for over seven years. He holds a Diploma in Financial Management from the British Columbia Institute of Technology (BCIT), is fluent in Portuguese, and has completed his Canadian Securities Course (CSC), Conduct and Practices Handbook Course (CPH), and Investment Management Techniques Course (IMT) with the Canadian Securities Institute.

Together we provide experienced, customized wealth management solutions to individuals, families and small business owners. Jimy’s attention to detail and focus on client service allows us to deliver a superior client experience. Jimy regularly volunteers his time in the community. Last year, he was Macquarie Vancouver’s volunteer team leader for the Juvenile Diabetes Ride for the Cure.