Family Wealth Protection.

Jeremy is a well-esteemed financial advisor to private business owners across Canada. His areas of expertise include Integrated Planning, Estate Planning, Insurance Planning,  Risk Management, Asset Allocation and Portfolio Management. Jeremy is active in the Vancouver business community and an alumni member of the Entrepreneurs Organization. Jeremy has successfully completed Wharton’s M&A program, and Harvard’s Private Equity and Venture Capital Program. He has been published in Harvard Business Review and has been an advisor on Enriched Academy. He is deeply passionate about working with business families to help them create better pathways to achieve desired outcomes for their family and family wealth. Jeremy spoke in 2017 at an international financial conference in Cannes, France to the top advisors in Canada about how to build a disciplined and evolved practice. He has won several awards for his work with clients at two different leading Canadian firms and has been a national leader at both. He maintains both his Chartered Life Underwriter Designation and his Chartered Investment Manager Designation and is currently working on his Chartered International Wealth Manager Designation. Jeremy is an active member of CALU the Conference for Advanced Life Underwriting.

After graduating from the University of Victoria, Judy worked with the Big 5 Banks and independent investment brokerages before landing at Videre. After joining Videre’s team several years ago, Judy has grown into an indispensable part of the company’s operations. As Videre’s Operations Manager Judy’s dedication to improving internal systems and processes is critical to maintaining and increasing the efficiency of the business. Her focus on both daily operations and long-term planning consistently steers Videre’s team towards success. In order to best serve our clients, Judy obtained her license with BC Insurance Council and has completed the EMS course at the Sauder School of Business.

Blake is an established financial advisor working with clientele across Canada. Primarily working with business owners and business families, his areas of expertise include Insurance Planning, Risk Management, Wealth Transfer, Shareholders Agreements, Estate Planning, and Portfolio Management. Blake has provided sound financial management services since 2009 and is passionate about working with clients to help them achieve their financial goals. He has been recognized with multiple awards for the work he has done. Blake graduated with a business degree from the University of Western Ontario. He grew up on the North Shore but now lives in South Surrey with his wife and 3 kids. If he is not coaching soccer, he can be found on the hill skiing with the family.

Priya is a Life Licensed Insurance Advisor and has been a part of the industry for over 20 years. In her role, she integrates seamlessly into the Videre Financiers hub and brings even more diversity to Videre’s offerings.

Priya’s skills include analysis of current insurance portfolios and recommendations for streamlining to maximize protection. She is also a valuable asset in analyzing employee offerings including Group Benefits, Personal Health Spending Accounts, and Health & Dental Insurance. Priya has been highly successful in adding value to several clients. She is currently working towards her Certified Health Specialist designation.

Priya has been happily married for the past 16 years and has a beautiful 7-year-old daughter. She enjoys spending time with her family, working out, reading, and travelling.

Robert E. L. Trowbridge’s career as an advisor spans four decades and has included leadership roles in team building and agency management. In 2004 his Trowbridge Financial Network was acquired by iconic Guardian Capital and became IDC-Worldsource Insurance Network, where Robert Trowbridge served as President, then Chair. By that time, Bob was advising many of B.C.’s leading business families on charitable initiatives in addition to their estate planning needs.

Circa 1999 he created “Gift Builder” where insured annuities were structured to enable what he called “painless donations” – where key donors to specific causes could support their charities with minimal cost to the family. In 2014, Bob, along with his partner, tax lawyer Michael Haywood, created “Foundation Builder” where shareholders of private corporations could donate preferred shares to a public foundation for an immediate personal tax receipt. Bob and Michael worked closely with two leading public foundations on this program: Scotia Aqueduct, and Vancouver based Charitable Impact Strategies. Recently, a further charitable program was added to the initiatives of Trowbridge Haywood enabling donations at less than a 3% out-of-pocket cost to qualified philanthropists. Just a few of the many charities benefitting from these programs include The Canadian Diabetes Association, Peace Arch Hospital Foundation, The Vancouver Opera Foundation, Vancouver General Hospital, Simon Fraser University, Greater Vancouver Boys and Girls’ Clubs, Cystic Fibrosis, and The Sovereign Order of St. John Palliative Care Foundation.

Additionally, numerous private family foundations have enhanced their good works, and targeted donations by taking the time to learn about the innovative philanthropic strategies created by Robert Trowbridge who is a Chartered Life Underwriter (CLU), and a member of Society of Tax and Estate Planners. (TEP). Bob has served on the Boards of The Terminal City Club, The Vancouver Opera, The Vancouver Cantata Singers and the Club at Morningside in Rancho Mirage, California. Joining the Sovereign Order of St. John in 2003, he has served as Membership Chair, Commander of The Vancouver Commandery, Prior for Canada, and is now Prior Emeritus.

Arielle has successfully graduated from the UBC Sauder School of Business’ BCom Program. After several work experiences at startup companies, she has found her way to Videre. Arielle is proud to join Videre’s team, and to continue learning through completing an LLQP Certification course. Arielle focuses on improving efficiency through aiding Videre’s team with a range of tasks; she helps our Advisors offer the best possible service to clients. During her time off, Arielle enjoys cooking and hiking.