Ray GlicksohnB.Comm, CFP, CIM
Senior Financial Planner
Ray Glicksohn delivers comprehensive wealth management services, with a focus on tax and financial planning, to many of our high-net-worth professionals, senior corporate executives and business owners.
Ray has pioneered a deep discovery process designed to help clients live their lives in possibility, with passion and on purpose. The process involves being a champion for clients, which means everyone involved agrees to be held accountable for their actions or inaction. He is willing to have the tough conversations, when necessary, should things go sideways. Ray’s clients mean the world to him. When clients are living their lives to the fullest, that’s when Ray feels fulfilled in his role.
Within our team, he is relied on for his expertise in Canadian tax, US tax and financial planning strategies. He provides the team with insights relating to tax amendments, and monitors the delivery and execution of our clients’ financial planning and tax reporting.
Ray began working with Frank in 2005 and became a partner in 2007. Ray has 25 years of financial and tax planning experience during which he has prepared or reviewed thousands of financial plans and tax returns.
Ray received his Bachelor of Commerce degree from the University of British Columbia in 1990 with a major in logistics and a minor in finance. He also holds accreditation as a Certified Financial Planner (CFP) professional and completed the Certified Investment Management (CIM) designation in 2017.
Life outside of work
- Sits on the Board of Cassie & Friends, which supports children with juvenile diabetes
- Coaches his local junior high school’s basketball team.
- Adventures out to the coastal mountains for some back country camping trips with friends and family