June 30, 2026
Ross Birney, CPA, CA, recently retired from Raymond James Ltd., where he worked as a Financial Adviser for more than 20 years. A graduate with Honours in Commerce from the University of Manitoba, Ross began his career with PricewaterhouseCoopers in Calgary before moving to the Semiahmoo Peninsula with his family in 1996. In retirement, he enjoys sipping scotch, riding his motorcycle, and planning his next trip to Europe. Drawing on his extensive experience providing objective, unbiased advice to clients, Ross spoke on the topic “Financial Planning in Uncertain Times.”
Ross’s presentation focused on the importance of investing in the right places, choosing the right investment vehicles, and working with the right advisors. He emphasized that Canada represents only a small portion of the global investment opportunity and encouraged investors to think beyond individual stocks and local markets. Ross highlighted the value of low-cost index-based investing, the importance of staying invested rather than trying to time the market, and the tax advantages associated with capital gains. He also cautioned against high-risk individual stocks and fad investments, reminding members that good advisors should communicate proactively and be measured by whether they can outperform a relevant index after fees.
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