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PROTECT CLIENTS FROM RISKY SYNDICATED MORTGAGES

ADVISOR.CA – Simon Doyle and Katie Keir
Larry Jacobson, a fee-only advisor with Macdonald, Shymko & Company in Vancouver, …

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Our Team

Vancouver Fee Only Financial Advisors

 

 

Macdonald, Shymko & Company Ltd. (MSC) utilizes a team-based approach, where our researchers, analysts and support team contribute to the planning provided by our Fee Only Financial Advisors & Portfolio Managers.  All of our client relationships are built on a solid foundation of trust.

 MSC’s Fee Only Financial Advisors are leaders in their profession, offering a high level of expertise and depth of experience. We are committed to continuing professional development in order to provide relevant and timely service. To review the profiles of our Fee Only Financial Advisors and Planners, please select from below:

Principals

Ian Black, R.F.P., TEP

Ian Black, R.F.P., TEP

Fee Only Financial Advisor

Email: iblack@msc-feeonly.com

A native of B.C.’s Okanagan, Ian graduated from the University of British Columbia in 1992 with a Bachelor of Commerce degree, and then worked for a major Credit …

A native of B.C.’s Okanagan, Ian graduated from the University of British Columbia in 1992 with a Bachelor of Commerce degree, and then worked for a major Credit Union for three years. He joined Macdonald, Shymko & Company Ltd. (MSC) in 1996, and became a principal in 2000. He has completed the Canadian Securities Course, holds an Associate Certificate in Financial Planning from the British Columbia Institute of Technology, attained the R.F.P. (Registered Financial Planner) designation in 1999 and the TEP (Trust & Estate Practitioner) designation in 2011. Ian is a Practitioner Member of the Institute of Advanced Financial Planners (IAFP), and is registered under MSC’s Portfolio Manager status.

Outside the office, Ian enjoys skiing and running.  On evenings and weekends, he can be found cheering at his children’s sporting and arts activities.

 

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Keith Copping, CFP®, R.F.P., CIM®

Keith Copping, CFP®, R.F.P., CIM®

Fee Only Financial Advisor

Email: kcopping@msc-feeonly.com

Keith grew up in Vancouver and graduated from the University of British Columbia (UBC) in 1989 with a B.A. He has worked in Financial Services since graduation, and …

Keith grew up in Vancouver and graduated from the University of British Columbia (UBC) in 1989 with a B.A. He has worked in Financial Services since graduation, and has held a variety of financial planning and management positions with a national Trust company.

Keith joined MSC in 2004 to apply his experience and passion for financial planning. He became a principal of Macdonald, Shymko & Company Ltd. (MSC) in 2009. Since joining MSC, he has earned the CFP® (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CIM® (Canadian Investment Manager) designations. He has also completed Level 1 of the CFA (Chartered Financial Analyst) Program and is registered under MSC’s Portfolio Manager status.

Outside of work, Keith enjoys renovating his home, cycling, weekends at the cottage and spending time with his family.

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Ngoc Day, CFP®, CIM®, R.F.P., TEP

Ngoc Day, CFP®, CIM®, R.F.P., TEP

Fee Only Financial Advisor

Email: nday@msc-feeonly.com

Born in Viet Nam, Ngoc became a resident of British Columbia in 1980. She earned her Master of Science from the University of British Columbia (UBC) in 1988, …

Born in Viet Nam, Ngoc became a resident of British Columbia in 1980. She earned her Master of Science from the University of British Columbia (UBC) in 1988, and worked for a federal government agency, UBC, and a major Credit Union in BC prior to joining Macdonald, Shymko and Company Ltd. (MSC) in 2006.  She became a principal of Macdonald, Shymko & Company Ltd. (MSC) in 2013.

Following her enthusiasm for financial planning and desire to support people in achieving their goals, Ngoc has earned the CFP® (Certified Financial Planner), CIM® (Canadian Investment Manager), R.F.P. (Registered Financial Planner) and TEP (Trust & Estate Practitioner) designations. She is registered under MSC’s Portfolio Manager status.  Ngoc was the First Runner Up winner of the 2015 Global Financial Planning Awards (Americas Region) in 2015.

Ngoc is an active volunteer in a community organization whose goal is to help women achieve economic security. She enjoys music, cooking, and exploring the world with her family.

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Larry Jacobson, R.F.P., MBA

Larry Jacobson, R.F.P., MBA

Fee Only Financial Advisor

Email: ljacobson@msc-feeonly.com

Larry is a native of Vancouver who received his Diploma of Technology (Administration and Finance) from the British Columbia Institute of Technology (BCIT) in 1971. He joined Macdonald, …

Larry is a native of Vancouver who received his Diploma of Technology (Administration and Finance) from the British Columbia Institute of Technology (BCIT) in 1971. He joined Macdonald, Shymko & Company Ltd. (MSC) in January of 1975 and became a principal in October of 1976. After joining MSC, Larry obtained his Notary Public designation. Realizing that education is a never-ending process, Larry, at the age of 45, received his Masters of Business Administration (International Management) from Asia Pacific International School of Management. He also holds the R.F.P. (Registered Financial Planner) designation and is registered under MSC’s Portfolio Manager status.

Larry was a Practitioner Member of the Canadian Association of Financial Planners (CAFP) for many years. During that time, he served in many leadership roles, including President of the B.C. Chapter, and National Vice President. In keeping with MSC’s long-standing commitment to advancing the profession of financial planning, Larry has served on the Board of the Institute of Advanced Financial Planners (IAFP) since 2002 as Treasurer and Vice President. In 2006, Larry became National President of the IAFP (www.iafp.ca) and in September of 2010 was elected to serve on the IAFP’s Board of Regents.

Larry is the proud father of two sons, and proud Grandfather of two. He is an avid bridge player and enthusiastically enjoys baseball and the CFL.

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Gina Macdonald, CFP®, R.F.P., CIM®

Gina Macdonald, CFP®, R.F.P., CIM®

Fee Only Financial Advisor

Email: gmm@msc-feeonly.com

Gina grew up in Vancouver, graduated from York House School, and completed her B.A. in Psychology at the University of British Columbia (UBC). She joined Macdonald, Shymko & …

Gina grew up in Vancouver, graduated from York House School, and completed her B.A. in Psychology at the University of British Columbia (UBC). She joined Macdonald, Shymko & Company Ltd. (MSC) in 1995 and became a principal of MSC in 2000. During her early years with MSC, she completed the British Columbia Institute of Technology’s (BCIT’s) Associate Certificate in Financial Management and the Canadian Securities Course. Gina is a qualified provider of severance counseling to provincial government employees, and has earned the CFP® (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CIM® (Chartered Investment Manager) designations. Gina is registered as a Portfolio Manager with the B.C., Ontario and Alberta Securities Commissions.

Gina continues to energetically improve her educational background in financial planning and business. As a Member of the Canadian Association of Financial Planners (CAFP), she was involved with numerous CAFP (BC) Planning Schools and the CAFP Vancouver Convention. Gina has served as co-chair of the Institute of Advanced Financial Planners (IAFP)’s national education symposium, and is currently a member of the Vancouver Board of Trade, Association of Women in Finance, Forum for Women Entrepreneurs, and the IAFP. Gina is also a Contributing Editor for Money Sense magazine and is regularly interviewed as an expert by the media. In 2016, she and her team was ranked 9th in the Top Advisors in Canada by Wealth Professional magazine.

Activities with family and friends, photography, and volunteer commitments keep Gina busy outside the office. She is a graduate of the Leadership Vancouver program and was the Treasurer for the York House School Alumnae Association for six years. She has provided mentorship through BCIT’s Financial Management, YWCA’s Connect to Success and York House School. She has also been involved with Junior Achievement’s Dollars with Sense, Rethink Breast Cancer, Big Brothers & Sisters, HSBC Childrun, Kerrisdale Little League, Bumblebee Preschool, Vancouver Child Studies Centre Preschool, as well as Community Rowing and Dragonboating.

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Hamish Macdonald, B.A., CFP®

Hamish Macdonald, B.A., CFP®

Operations

Email: hmacdonald@msc-feeonly.com

Hamish has been at Macdonald, Shymko & Company since 1995. In 2009 he earned his Certified Financial Planner (CFP) designation. Hamish also holds a Bachelor of Arts from …

Hamish has been at Macdonald, Shymko & Company since 1995. In 2009 he earned his Certified Financial Planner (CFP) designation. Hamish also holds a Bachelor of Arts from the University of British Columbia (UBC) and Associate Certificate of Financial Planning from the British Columbia Institute of Technology (BCIT). He became a principal of Macdonald, Shymko & Company Ltd. (MSC) in 2012.

Hamish is heavily involved in the local curling community and currently serves as the President of the Vancouver Curling Club, after being elected to his second term on the Vancouver Curling Club’s Board of Directors in 2013. He has also chaired their Charity Skins Bonspiel (2009-2012) and organizes their Sunday Open League (since 2004).

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I.D (Doug) Macdonald, MBA, CPA, CMA, R.F.P.

I.D (Doug) Macdonald, MBA, CPA, CMA, R.F.P.

Fee Only Financial Advisor

Email: idm@msc-feeonly.com

A Westerner, Doug received his Bachelor of Arts (Economics) from the University of Victoria in 1969, then completed his Masters of Business Administration (MBA) in Finance & Marketing …

A Westerner, Doug received his Bachelor of Arts (Economics) from the University of Victoria in 1969, then completed his Masters of Business Administration (MBA) in Finance & Marketing from the University of British Columbia (UBC). After lecturing at the University of Saskatchewan for a year, Doug returned to Vancouver to found Macdonald, Shymko & Company Ltd. (MSC) with David Shymko in 1972. Shortly thereafter, he earned his CMA (Certified Management Accountant) designation and, in 1986, was among the first in Canada to receive the prestigious R.F.P. (Registered Financial Planner) designation. Doug is registered under MSC’s Portfolio Manager status.

Doug was an active member of the Canadian Association of Financial Planners (CAFP) from 1984 to 2002. He served as both Director and President of the Pacific Chapter, and as National Director, President and Chairperson. Doug also served for 10 years on the CAFP Board of Regents, the majority of that time as Chairperson. In 1992, Doug was awarded the “Member of the Year Award” for his “exemplary leadership and outstanding contributions to the profession.”

In his ongoing commitment to the profession, Doug rejoined the CAFP Board of Regents in 2002, and advocated for the newly created Institute of Advanced Financial Planners (IAFP) to administrate the R.F.P. in consideration of the designation’s integrity. He served as IAFP Chairperson for its inaugural year in 2002, and then as Past Chairperson. Doug served as Chairperson of the IAFP’s Board of Regents from 2002 to 2010.

In February 2006, Doug received the esteemed Advisor Edge’s Career Achievement award, which honours an individual whose leadership has been integral in developing the Canadian financial services industry, and the skill and ethical development of its professionals, in the interest of protecting consumers.

On June 2, 2016, Doug was honoured at the Canadian Wealth Professional Awards dinner with an Award for Lifetime Achievement, an “Award of excellence in honour of outstanding achievement by an individual Financial Advisor. This award recognizes lifetime achievement or outstanding contribution of an individual to Canadian financial planning industry as a whole.”

Each summer, Doug can be found at the Lake of the Woods in Ontario. He enjoys playing the occasional round of golf, and spends his winters curling.

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Brinsley Saleken, B.B.A., CFP®, R.F.P., CIM®

Brinsley Saleken, B.B.A., CFP®, R.F.P., CIM®

Fee Only Financial Advisor

Email: bsaleken@msc-feeonly.com

Brinsley is a native of Vancouver and holds a Bachelor of Business Administration in Finance from Simon Fraser University. He joined Macdonald, Shymko & Company Ltd. (MSC) in …

Brinsley is a native of Vancouver and holds a Bachelor of Business Administration in Finance from Simon Fraser University. He joined Macdonald, Shymko & Company Ltd. (MSC) in 1997 and became a principal of the firm in 2000. Brinsley has completed the Canadian Securities Course, received an Associate Certificate in Financial Planning from the British Columbia Institute of Technology, and holds the CFP® (Certified Financial Planner), R.F.P. (Registered Financial Planner) and CIM® (Canadian Investment Manager) designations. He has also successfully completed the Level 1 of the CFA (Chartered Financial Analyst) Program. Brinsley is a Practitioner Member of the Institute of Advanced Financial Planners (IAFP) and is registered under MSC’s Portfolio Manager status.

Away from the office, Brinsley is on a number of non-profit charitable Boards, coaches his young children in their sporting endeavours and is an avid hockey player/fan. He is married with three children.

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David S. Shymko, MBA, R.F.P., TEP

David S. Shymko, MBA, R.F.P., TEP

Fee Only Financial Advisor

Email: dss@msc-feeonly.com

Hailing from the interior of B.C., David received both his Bachelor of Science in Geophysics and his Masters of Business Administration in Finance from the University of British …

Hailing from the interior of B.C., David received both his Bachelor of Science in Geophysics and his Masters of Business Administration in Finance from the University of British Columbia (UBC). In 1972, he partnered with Doug Macdonald to form Macdonald, Shymko & Company Ltd. (MSC). Over the years, David has added to his credentials by obtaining the designations of R.F.P. (Registered Financial Planner) and TEP (Trust & Estate Practitioner). David is registered under MSC’s Portfolio Manager status.

David was a long-standing member of the Canadian Association of Financial Planners (CAFP) and served in many capacities, including National President (1991-1993). He continues to be a member in the CAFP’s successor organization, the Institute of Advanced Financial Planners (IAFP), is an active member of the Canadian Tax Foundation, and most recently became a member of the international Society of Trust and Estate Practitioners (STEP). Throughout his career, he has contributed to and been referenced in local and national newspapers and magazines on a variety of issues.

Having grown up in the mountains, David has climbed many of the peaks in the Rockies, and hiking continues to be a pursuit of his. As a seasoned world traveler, he feels his experiences abroad provide him with life perspective and an appreciation for what it means to live in Canada.

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Professional Staff

Clayton Brown, CIM®, CFP®

Clayton Brown, CIM®, CFP®

Associate Fee Only Financial Advisor

Email: cbrown@msc-feeonly.com

Clayton was born in South Africa and grew up in London, Ontario and Vancouver, B.C. In 2007, he earned a Bachelor of Science degree from the University of …

Clayton was born in South Africa and grew up in London, Ontario and Vancouver, B.C. In 2007, he earned a Bachelor of Science degree from the University of Western Ontario (UWO). Trading in his lab coat for a suit jacket, he returned to Vancouver and completed a Diploma of Technology in Financial Management from the British Columbia Institute of Technology (BCIT) in 2009.  He has since completed his CIM® (Chartered Investment Manager) and CFP® (Certified Financial Planner) designations in 2014 and 2015 respectively. Clayton is registered with the B.C. Securities Commission as an Associate Advising Representative.

Outside the office, Clayton stays active playing ice hockey. His summers are filled with golf, slo-pitch baseball, and usually a trip to Ontario’s cottage country or the South African coast.

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Administration

Corinne Cordoni

Corinne Cordoni

Administrative Assistant

Corinne has Diplomas of Technology in Food Science and Fashion Design. She co-owned an Internet-based mail order business for 5 years. Life changes led her next to work …

Corinne has Diplomas of Technology in Food Science and Fashion Design. She co-owned an Internet-based mail order business for 5 years. Life changes led her next to work at an international payment processing provider, and she subsequently joined Macdonald, Shymko & Company Ltd. (MSC) in 2007.

When not working at MSC, Corinne enjoys family and friends, is an avid reader, and explores colour through fibre applications.

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Donna Fonseca

Donna Fonseca

Accounting Manager

Donna joined Macdonald, Shymko & Company Ltd. (MSC) in 1995 as the accounting administrator, bringing with her several years of accounting experience.
In her leisure time, Donna …

Donna joined Macdonald, Shymko & Company Ltd. (MSC) in 1995 as the accounting administrator, bringing with her several years of accounting experience.

In her leisure time, Donna enjoys taking long walks, reading, hiking and spending time with family.

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Sandra Vieira

Sandra Vieira

Office Manager

Prior to joining Macdonald, Shymko & Company Ltd. (MSC) in 2008, Sandra worked in the meeting & conventions industry for 17 years at Canada’s original speakers bureau….

Prior to joining Macdonald, Shymko & Company Ltd. (MSC) in 2008, Sandra worked in the meeting & conventions industry for 17 years at Canada’s original speakers bureau.

Sandra is a native of Vancouver who enjoys adventures in gastronomy, photography, camping, and spending time with her husband, daughter and two dogs.

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