Advisor Teams

Alberta

• Calgary

  Rod Matheson

• Calgary

  Gord Bell

• Calgary

  Michael O'Brien

• Calgary

  Marilyn Handford

• Calgary

  Suresh Sharma

• Calgary

  Steven Mullie

British Columbia

• Downtown Vancouver

  

  Glenn Ayrton

  W. Glenn Ayrton helps clients ensure that they avoid what he considers to be the three biggest financial mistakes: not having a plan, not following their plan year over year, and not effectively deploying their financial resources.

  "Making these errors is why 95 per cent of Canadians retire into a lower lifestyle than when they were working," he says. "I have many clients that are now retired as a result of my planning and living the lifestyle that was planned for them."

  Ayrton started his career with London Life, is a partner with Clearwealth Advisors Inc which provides insurance solutions to clients.

• Downtown Vancouver

  

  Jackie Lou Patricio, Investment Coordinator

  Jackie joined the firm in 2008 and before that, had spent two years working with JP Morgan Chase as a team leader. She is very focused because, quite simply, that’s what it takes to get investment transactions completed. But work doesn’t consume her life; Jackie spends her personal time with family and friends, likes to hike, read, and play soccer.

• Downtown Vancouver

  

  Edmond Chow, CFP – Associate Financial Planner

  Edmond joined the team in 2005 after completing a Bachelor’s Degree in Business Administration and an Associate Certificate in Financial Planning. He’s licensed to address life insurance, disability and critical illness insurance. Before joining ClearWealth Advisors & Sora Group, he had spent time working as a client services administrator and then an insurance specialist – he’s been in this business his entire career.

  Edmond has a steadying impact on people as he’s focused on what other people need, attentive to making that happen and is always quick to smile. Outside of work he’s active with tennis, volleyball, hockey, is a foodie and travels when he can.

• East Vancouver

  

  David Powley

  David Powley is dedicated to helping clients achieve financial well-being through the successful application of The Smith Manoeuvre strategy.

  “To invest successfully over time takes many attributes, the most significant being a firm understanding of why you are investing your money in the first place,” he says. “As an investment advisor it’s my responsibility to ensure that while each family may share a similar objective, I tailor my approach directly to that family’s specific set of circumstances.”

  Prior to becoming a Sora Group advisor, Powley raised investor capital for Walton Capital Management throughout BC.

• Gastown

  

  Kendra Sivertson

  Kendra has been in the financial industry for over 15 years, 5 of which have been with Sora Group. Prior to joining Sora Group Kendra worked with a large insurance company as a financial planner. She worked as a marketing manager with one of Vancouver's established independent financial firms. Kendra stared her financial career with one of BC's largest credit unions. This background has given her the unique experience of seeing many different aspects of financial industry. Kendra is fully licensed with IIROC and as an insurance agent. In addition she also holds the following designations; Chartered Life Underwriter, Certified Financial Planner and a BA hons from York University.

  Kendra's primary area of expertise is in creating comprehensive financial plans for successful business owners, professionals, and individuals in the film industry. These plans are custom tailored life plans that allow the client freedom to focus on what they enjoy.

  Kendra enjoys making the complex simple. Her goal is to give her clients a sense of control and understanding. Her planning process gives clients a clear perspective. There is a focus on providing ongoing communication and information. This is tailored to suit each client and give them confidence in their financial well being.

• Gastown

  Linda Sivertson

• Gastown

  

  Greg Armitage

• Sidney

  

  Robinson Smith

  Robinson Smith is committed to increasing awareness of the possibility of deducting household mortgage debt and assisting clients in the implementation of strategies that aim to increase their financial well-being.

  “The clients who come to us are inevitably looking to implement the same financial strategy, which is The Smith Manoeuvre,” he says. “But while their goals may be similar, the clients are not. They must be consulted and advised on an individual basis.”

  Smith has worked in the investment industry since 2006.

• Sidney

  

  LuAnn Olson

  LuAnn has more than 18 years of investment industry experience working extensively with The Smith Manoeuvre clients; her specialities include accounting, client services, compliance and administration.

• Sidney

  Geoff Hall

  Geoff Hall provides education, strategy, and implementation of The Smith Manoeuvre, which converts mortgage debt into tax deductible investment debt.

  "While the goals may be similar, each client is unique," he says. "Each client has a unique set of circumstances and must be consulted and advised on an individually appropriate basis."

  Prior to becoming a Sora Group advisor, Hall studied economics at the University of Victoria, completed the CFP program and obtained an active life (LLQP) license through LifePlan Financial.

• Sidney

  Myles Cook

• Vancouver – South Granville

  

  Robert Isaac

  Rob began his career as an advisor with Great Pacific Management and was instrumental in founding Sora in 2002. Rob is a one-third equity partner in Sora.

• Vancouver – South Granville

  

  Carol Murphy

  Carol Murphy’s goal at Sora Group is to provide clients with access to quality investments with companies and individuals that Sora trusts and has a long-standing relationship with.

  “My philosophy is to always be available and understanding of our clients’ needs in order to provide the best professional service,” she says.

  Carol is a co-founder of the Sora Group and has over two decades of industry experience.

• Vancouver – South Granville

  

  Stephen Edgar

  After attaining my CFP designation in 2003, my goal as a financial advisor has always been to know each individual client's needs in the present and where they would like to be in the future.

  Understanding what keeps each client awake at night, as it relates to their investing philosophies, is the basis of providing investment vehicles that are tailored to meet the individual's comfort with market volatility while maintaining realistic growth expectations.

  Life cycle planning issues with families, through inter-generation estate transfer and tax planning, is another facet in our philosophy of looking at and understanding all needs of each client.

  Our team's goal, with our assistant Behnaz Ahrabi, is to build long lasting and trusting relationships.