President of Unbiased Financial Services Inc. and CEO of Unbiased Portfolio Management Inc.
John received his Bachelor of Commerce degree in 1980 and his MBA in 1986. He completed his Chartered Financial Planner designation in 1990, the Registered Financial Planner designation in 1997, and his Trust and Estate Practitioner designation in 2004.
He is currently a Director of the Institute of Advanced Financial Planners National Board and has served on the Board of Directors of the Southern Alberta Chapter of the Canadian Association of Financial Planners and the Calgary Estate Planning Council. John also spent 13 years in the Trust industry with National Trust, Canada Trust, and Royal Trust.
FCPA.FCA, LLB, LLM, TEP, ICD.D, FEA 403-390-7510
Family Wealth Transition Advisor of Unbiased Financial Services Inc.
Cindy is a Family Wealth Transition Advisor at Unbiased Financial Services Inc.
Cindy has over 25 years of legal, fiduciary, trust and governance experience. She received her Bachelor of Laws degree from the University of Calgary and her Master of Laws from the University of British Columbia. She completed her Fellow, Chartered Professional Accountant (FCA) designation, the registered Trust and Estate Practitioner designation and her Family Enterprise Advisor designation.
Cindy was granted the Institute of Corporate Directors (ICD.D) designation and is a former Canadian Mental Health Association – Calgary and Alberta board member.
Cindy was named the STEP Worldwide 2018-19 People’s Choice – Trusted Advisor of the Year and is Chair of the STEP Worldwide Business Families Special Interest Group.
TEP, CFP, CFC 587-226-9688
Risk Management Advisor of Unbiased Financial Services Inc.
Tom is an Advisor at Unbiased Financial Services Inc. He has an extensive background in financial consulting and insurance since 1985. He obtained his Chartered Financial Consultant designation in 1992, followed shortly thereafter in 1993 by his Certified Financial Planner designation. He went on to receive his registered trust and estate practitioner designation in 2001.
He has served on the Executive Committees of the Calgary Chapter of the Society of Trust and Estate Practitioners, and the Calgary Chapter of the Canadian Association of Insurance and Financial Advisors (CAIFA).
CFA, CFP 403-215-0757
Chief Investment Officer and Portfolio Manager of Unbiased Portfolio Management Inc.
Yan is Chief Investment Officer and Portfolio Manager of Unbiased Portfolio Management Inc. Yan holds two degrees from Queen’s University; receiving his Bachelor of Commerce (Honors) with First Class Distinction in 2011 and his Bachelor of Arts with Distinction in Computing and Information Science in 2013.
Yan previously held the position of Portfolio Manager at Ross Smith Asset Management Inc., where he worked for 5 years prior to joining Unbiased Portfolio Management Inc. During his time at Ross Smith, Yan successfully completed the Chartered Financial Analyst (CFA) designation. In his spare time, Yan enjoys gourmet cooking.
MBA, CFP 403-215-0755
Associate Advisor of Unbiased Financial Services Inc.
Taylor comes to Unbiased Financial Services Inc. from the banking industry where he spent 3 years with RBC, leaving as Senior Account Manager. During his time with the Royal Bank he obtained his Certified Financial Planner (CFP) designation. His formal education includes a BA from the University of Victoria, which involved a one year exchange at the University of East Anglia. He also holds an MBA with Distinction from Edinburgh Business School, Heriot-Watt University.
Chief Compliance Officer of Unbiased Portfolio Management Inc.
Jim provides guidance to firms in the areas of governance, compliance and risk management and currently acts as the Chief Compliance Officer of Unbiased Portfolio Management Inc. on a consulting basis.
Jim’s experience in the finance industry began in 1986 and encompasses the brokerage; trust; discretionary money management; financial advisory services; mutual fund and insurance distribution and retail banking sectors. Jim is a former senior securities regulator and the President of Wahl & Associates Inc. which he founded in 2009.