McKenzie, Hoover, McPhee, Russell Private Wealth
No two financial journeys are the same. Your life, your future is yours alone. At McKenzie, Hoover, McPhee, Russell, we don’t work with cookie-cutter formulas or generalized financial advice. As your Vancouver financial advisor and financial planner, we delve deep—past the balance sheets and beyond the bank accounts—to figure out what truly matters to you. Where are you today, and where do you want to be? Every personalized strategy we develop, every wealth management solution we offer, is unique. Your investments, your retirement, your future—it’s all shaped by your goals, your desires, your vision.
Who needs a Vancouver financial advisor and financial planner?
Success isn’t a one-size-fits-all label. Are you a business owner navigating the complexities of growth? A trailblazing female entrepreneur redefining industries? A blue collar business owner looking for some stability in a bumpy industry? Or maybe you’re part of a family that has cultivated significant wealth? Whatever your journey looks like, having a trusted financial partner by your side can make all the difference.
If you’re navigating the complexities of growth, seeking to establish generational wealth, or striving for greater financial security, we can help you take confident next steps by:
- optimizing your investment strategy
- planning for future generations
- reducing your tax bill
- supporting charitable causes
We help you make smarter financial decisions and take care of the things that matter most to you.
More than just managing investments
You already have enough on your plate. You need more than someone to manage your investments—you need a Vancouver financial advisor and financial planner who sees the big picture. At McKenzie, Hoover, McPhee, Russell Private Wealth Management, we focus on every corner of your financial life. We’re not here for generic advice or short-term wins. We’re here to help you plan for the future, from estate planning to retirement to managing day-to-day cash flow.
Our experienced team goes beyond managing wealth. We craft a financial strategy that’s aligned with your life, your goals, your family’s future. For over three decades, we've delivered tax-efficient strategies and a big picture approach that improves financial health in every aspect—backed by IG Wealth Management’s team of in-house professionals in tax, estate planning, insurance, mortgages, and advanced planning.
No jargon. No buzzwords. No empty promises. We’re partners who provide caring support as your life twists, turns, and grows.
Smart moves, sound advice—so you can focus on what truly matters.
Retirement planning
Retirement planning is crucial for securing a comfortable and fulfilling post-work life, allowing you to enjoy more time with family, travel, and hobbies. We specialize in helping affluent Canadians and business owners create customized retirement plans. Our private wealth management approach considers your unique financial situation, desired retirement age, expected lifestyle costs, and potential income sources, ensuring your plan is tax-efficient and robust. We help you navigate retirement in Canada, utilizing tools like RRSPs and TFSAs to optimize your assets and prepare for a longer retirement period.
What our clients say
"Working with Brad, Sherri, and Ross was transformative as I transitioned into retirement after selling my company. The complexity of investing over $10M, dealing with U.S.-based shares, and managing international capital transfers from the U.S. to Canada was overwhelming, but the team handled every detail expertly. Their deep knowledge of cross-border financial issues, tax implications, and investment strategies made the process seamless. Brad crafted a comprehensive plan to invest the proceeds within my two Alberta companies, ensuring tax efficiency and long-term growth. This allowed my wife and me to focus on our family while feeling secure about our retirement funds. Brad's ability to explain complex financial matters clearly and his dedication to aligning decisions with my evolving goals was invaluable. I couldn’t have navigated this transition without the team, and highly recommend them to any entrepreneur facing similar challenges."
- Dave W.
"I am grateful for over 20 years of support provided by Brad, Sherri and Ross. I worked with non-profits and never made a high income, and I have been a prudent spender. It is not my forte to easily understand an investment portfolio and make the best choices. It has been well worth the expense to have mature professionals to help me make the best decisions to optimize the value of the resources that I have. I retired 8 years ago at 62. My financial future was secure and became more so when I received some inheritance, which Brad & Sherri helped me manage. I am really pleased that I can contribute to my community through volunteering and donations that increase yearly. The team is always quick to respond, patient with helping me make sense of financial choices within the context of macro-economic trends and are kind and interesting people."
- Linda R.
"After losing my loving husband just years after retiring from an executive role I was grateful for two things. Firstly, that we were able to retire early and travel the world together, and secondly that I had excellent financial support and guidance through one of the most challenging times of my life. Navigating this new chapter felt overwhelming, especially when it came to managing my finances. Having been a client for years, I was glad to have Zach and his team’s support. Their expertise, compassion, and personalized guidance have been instrumental in helping me not just survive, but thrive in this new phase of life. Thanks to their diligent planning and advice, I feel confident and secure in my financial future. Zach and his team have truly been a lifeline, and I am incredibly grateful for their support."
- Christina G.
"We can’t thank Brad enough for his incredible guidance and expertise. We had a vision of building our dream property with private stables for our horses but thought it was years away. Thanks to Brad's strategic planning, we were able to make it happen five years sooner than expected. His thorough understanding of our financial situation, combined with his keen insight into tax strategies and investment opportunities, made all the difference. Brad and Sherri took the time to understand our goals and crafted a personalized plan that allowed us to save more and invest wisely. Their advice was always clear, practical, and tailored to our needs, and his support throughout the process was unwavering. Now, we’re living in our dream property, something we never thought possible so soon. Brad's expertise has truly changed our lives, and we wholeheartedly recommend him to anyone looking to achieve their financial dreams."
- Kim W. & Vic M.
"As a lawyer focused on my career, I knew the importance of financial planning but didn’t always have the time to manage it myself. Brad and Sherri became invaluable partners in my financial journey over the past sixteen years. Thanks to their strategic advice and meticulous planning, I’ve accumulated well over $1M—a milestone I’m incredibly proud of. They understood my unique goals and lifestyle, offering personalized guidance that aligned with my values and long-term vision. Their expertise in wealth management, combined with a deep understanding of tax strategies, ensured that my financial growth was both steady and secure. What I appreciate most is their commitment to transparency; they explained every step clearly, allowing me to make informed decisions with confidence. I now have the peace of mind knowing that my financial future is in trusted hands. I wholeheartedly recommend Brad and Sherri to anyone seeking expert financial planning."
- Chris M.