MUIR INVESTMENT TEAM - Key Persons
Job Titles:
- Financial Advisor
- Member of the Your Team
It is Eric's mission to help clients achieve their personal and professional goals through sophisticated, conservative growth and income strategies. He founded the Muir Investment Team to become and remain the most trusted advisor to the clients they serve. How Eric helps to achieve that is through the value he places in building trust with clients - to be dependable, faithful, and reliable, while taking care to do his duty diligently, protecting the investments entrusted to the team for safekeeping.
Education
Bachelor of Commerce (Honours Finance), Carleton University, Ottawa
Eric has been a financial advisor for more than 30 years, and has been licensed to provide life & disability insurance since 1990. He has an in-depth knowledge of incorporated professionals, family and other trust structures, as well as tax, retirement and estate planning. As a Financial Advisor and Portfolio Manager with Raymond James Ltd., Eric works extensively with professionals, business owners, and pre-retired families. Before joining Raymond James in 2013, Eric was a senior vice president of a national bank.
Raymond James is one of North America's leading independent full-service investment dealers with an extensive presence across Canada and the United States. Raymond James Ltd. is the Canadian subsidiary of Raymond James Financial, Inc. Established in 1962, our parent firm made its initial public offering in 1983 and is listed on the New York Stock Exchange using the ticker symbol RJF.
Raymond James was founded on the principle of always putting the needs of clients first. Our predecessor companies in Canada were doing the same for more than 80 years, and our 3Macs division has a respected legacy of helping individuals and families with their wealth management needs going back to 1849. Today, this principle remains the foundation on which we continue to build our company.
Raymond James has gained international attention and accolades for their excellence from organizations such as StarMine, Fortune Magazine and Brendan Wood International.
Raymond James has acquired a Canadian trust company to help clients with estate planning and settlement. The new division's name is Raymond James Trust Services (Canada). A Quebec based trust services division was launched in 2019
Raymond James earned a score of 100 on the 2020 Human Rights Campaign Corporate Equity Index, resulting in our organization being recognized as a "Best Place to Work for LGBTQ Equality"
Raymond James Trust Services are offered by Raymond James Trust (Canada) in the provinces of British Columbia, Alberta, Saskatchewan, and Ontario, and by Raymond James Trust (Québec) Ltd. in the province of Québec. Both entities are wholly owned subsidiaries of Raymond James Ltd. Trust Services are not covered by the Canadian Investor Protection Fund.
Use of the Raymond James Ltd. website is governed by the Web Use Agreement | Client Concerns.
Job Titles:
- Member of the Your Team
- Financial Advisor Associate / Marketing Specialist
Ruben is a dedicated and personable professional with a diverse background in business development, marketing, and finance. He joined the Muir Investment Team in 2018 and brings a wealth of experience from his previous roles at a private equity firm in Vancouver and a luxury travel company in China. He holds a Bachelor's degree in Business Administration with a specialization in Finance and International Business from Trinity Western University and is fully licensed as an registered representative.
Ruben is actively working towards completing his Chartered Investment Manager (CIM) and Certified Financial Planner™ (CFP®) designations to further advance his expertise in the field. He is fluent in English, Spanish, and Mandarin and is an active member of his local community, where he volunteers at his local church and is engaged in various community activities.
When not working, Ruben is an avid foodie and enjoys exploring the food scene in Vancouver, singing, playing piano, traveling, photography, and learning new languages. He also stays active by hiking, playing basketball and tennis, and cycling throughout the city. He currently lives in Vancouver with his wife Heather.
Job Titles:
- Member of the Your Team
- CFP® Senior Financial Advisor Associate
Sherri joined the Muir Investment Team in 2005 with previous experience in financial services and administration. She works closely with our clients to ensure that all of their needs are properly serviced. She leads our team of highly capable administrative assistants, and helps Eric and Tracey provide our clients with financial plans and insurance strategies to meet their needs and unique circumstances.
Committed to continuing education, Sherri has completed numerous industry courses (including the CSC, CPH, PFP, CIC, & WME) and has held the Certified Financial Planner designation (CFP®) since 2019 and is licensed with the BC Insurance Council.
Outside of the office Sherri is our team "Super Mom" raising 3 beautiful children with her husband in Langley. Sherri enjoys golfing and boating and spends much of her time happily chauffeuring her kids to their sporting events and practices.
One of the most satisfying parts of Tracey's career has always been meeting and building relationships with people. Developing a strong understanding of what is important to an individual assists us in preparing an effective plan to help achieve their financial and retirement goals.
Education
Tracey is a licensed financial advisor (FA) but has also achieved the following: