Performance figures for each account are calculated using time weighted rate of returns on a daily basis. The Composite returns are calculated based on the asset-weighted monthly composite constituents based on beginning of month asset mix and include the reinvestment of all earnings as of the payment date. Composite returns are as follows:

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Ethan Astaneh



Wealth Advisor

Client Relationship Manager

Ethan Astaneh


Ethan Astaneh is a Wealth Advisor in the firm’s Vancouver office where he specializes in retirement transitions and planning for business owners.

Working to help his clients understand their finances and investment concepts as easily as possible, Ethan prides himself in his client-first approach.

Planning may include any or all of the components below:

  • Retirement planning:  Creating plans and strategies to meet retirement income goals and maximize after-tax retirement income
  • Financial planning: Creating and monitoring a financial plan to help stay on track to  meeting financial and life goals
  • Corporate planning:  Helping to effectively accumulate wealth by monitoring taxes to maximize retirement assets
  • Tax planning: Keeping clients updated on the latest tax changes, how they might be impacted, and suggesting modifications to existing plans/strategies, if needed.
  • Estate and trusts: Efficiently transferring wealth to the next generation
  • Insurance: Providing financial security, tax reduction, enhanced retirement income and legacy protection
  • Charitable giving: Helping clients maximize their charitable legacy

Ethan holds a Bachelor of Commerce degree from the UBC Sauder School of Business with a double specialization in Finance and Mathematics. He is also the Treasurer of the Financial Planning Association of Canada and a member of FP Canada and the Family Enterprise Xchange.

In his spare time, Ethan likes to head outdoors with his wife Kailee, children Elijah, Millie and Daisy, and his dog Max. He also likes to read, run, play soccer, ski, sail, surf, travel, and cook. Additionally, prior to entering the financial industry Ethan was a chef and continues to put his culinary curiosity to work at home.

Over the past year, Ethan has been awarded the following:

Question & Answers

  • Retirement dreams?

    To travel with my wife, and live for months at a time in different parts of the world. And to sail and surf, a lot.

  • Best concert ever attended?

    Sting and Paul Simon, February 20, 2014 in Vancouver

  • Best book to read on a long flight?

    The Economist magazine, hard copy

  • Words my father taught me

    On solving problems (paraphrasing): “Don’t jump to a solution. More often than not, it comes to you when you achieve a complete understanding of all components of the problem.”

  • If you could play any sport professionally what would it be?

    Soccer, specifically center-back for FC Barcelona