BLUERIDGE PRIVATE WEALTH - Key Persons

Ali Rafiaei

Job Titles:
  • CIM / Investment Advisor
• Ali Rafiaei brings 11 years of industry experience and prior to joining HarbourFront Wealth Management, built and managed a successful practice at one of the largest bank-owned brokerage firms in the nation. • By 24 years of age, he was nominated top 3 financial planner rookie of the year at one of the major Canadian banks. • By 27 years of age, he was ranked #1 in BC and #4 nationwide among 720 financial planners nationwide at one of the major Canadian banks. • By 29 years of age, he started his career in one of the major bank-owned wealth management firms. • By 33 years of age, he grew his practice to over 100 million in assets. • Ali has a BBA undergraduate degree from BCIT and CIM designation.

Ian Goodman

Job Titles:
  • Portfolio Manager
  • Portfolio Manager - Harbourfront Wealth Management

Justin Van Dyk

Job Titles:
  • Portfolio Analyst
  • Portfolio Analyst - Harbourfront Wealth Management

Kerry Rizzo

Job Titles:
  • CERTIFIED FINANCIAL PLANNER
  • Chartered Investment Manager
  • CIM
  • CIM / Investment Advisor
Kerry Rizzo is a Chartered Investment Manager® and a CERTIFIED FINANCIAL PLANNER® professional as accredited by FP Canada who joins us in 2021 from a large bank owned firm. Kerry has adopted an innovative investment philosophy during her 22 years as an Investment Advisor. She believes in "disinheriting the CRA" for tax minimization strategies, using de-accumulation plans for retirement cash flow and wealth accumulation plans so you can work because you want to and not because you have to. Kerry has continually upgraded her education, earning her CFP® designation and then her CIM® designation to become a Portfolio Manager. Additionally, she holds a licence for Life, Health and Accident and Sickness Insurance (**Insurance is done as an OBA). She is also a Member of the London Estate Planner's Council and a Fellow of the Canadian Securities Institute Kerry firmly believes that her clients' interests are best served by continuously educating them on new strategies and products, including alternative investments. A financial planner at heart, Kerry loves to rework numbers and find the best plan tailored specifically to each client. Beyond that, Kerry is a friend, a colleague, and a mom of three who enjoys the outdoors, yoga, and any sport you can imagine.