We provide a holistic approach to investment planning by leaning on our combined 50+ years of investment experience, our outstanding network of trusted professionals and our unique strengths and specializations to provide a comprehensive service to clients. We are based in BC but work with clients across Canada including BC, Alberta and Ontario.
ilan has deep experience in the world of alternative or “private” investments, including real estate, alternative lending and mortgages, and private equity and excluding direct private placements in oil, gas, or mining. Jen has a track record of helping clients match their personal values (for example, those interested in socially responsible investing) and investment style to the right public portfolio manager.
Together, ilan and Jennifer provide personalized investment advice tailored to each client’s unique circumstances. They take a client-centered approach and have an exceptional network of professionals they refer to for wills & estates, insurance, domestic & cross-border tax planning, and portfolio management. With a shared belief that investing and preparing for the future can be enjoyable and rewarding, they strive to make the experience as positive as possible for their clients.
Jennifer Reynolds
Private Wealth Advisor
ilan Handelsman
Private Wealth Advisor