Ross M. Birney is a Chartered Accountant (CA) and professional Financial Advisor. He has over 25 years of experience directly managing client investments.
A graduate of the University of Manitoba, Ross obtained his Bachelor of Commerce (Honours) degree in 1978. He received his CA designation in 1982 while with Price Waterhouse in Calgary. Since that time he has earned the following additional designations:
Certified Financial Planner (CFP) offered by the Financial Planners Standards Council of Canada; Chartered Investment Manager (CIM) offered by the Canadian Securities Institute; Fellow of the Canadian Securities Institute (FCSI) offered by the Canadian Securities Institute.
Ross is fully licensed to advise on, and conduct, options transactions. Please contact Ross to learn which options strategies may be suitable for your investment needs.
Ross is also fully licensed for individual insurance such as Life, Disability, Critical Illness and Long-term Care insurance as well as segregated funds.