We are global planning experts.
Our think-tank of global planning experts assembled over the last decade includes lawyers, accountants, actuaries, bankers, investment and insurance advisors with over 100 years of combined experience.
Ryan is the Founder and CEO of Global Solutions, a firm distinguished for its expertise in wealth preservation and accumulation. He exhibits a dedication to empowering the financial prosperity of accomplished business owners and high-profile corporations, capitalizing on tax efficiencies and exclusive investment opportunities. Ryan's collaborations with leading legal and accounting professionals provide the firm with a competitive edge, enabling the delivery of bespoke, sophisticated financial solutions that set Global Solutions apart in the industry.
Aside from his professional commitments, Ryan actively participates in the entrepreneurial ecosystem as a principal investor, imparting strategic guidance to promising start-ups and investment funds. Outside of finance, he finds joy in weekly soccer matches and cherishes time with loved ones. His balanced approach to life echoes his philosophy in wealth management, reflecting a thoughtful, strategic, and vision-oriented mindset.
Foad has been in the financial services industry since 1987 and his expertise as a financial advisor ensures clients’ challenges are met with unique and creative solutions. He believes having the right team of advisors and asking the right questions makes financial planning and execution seamless. Foad has extensive knowledge in wealth accumulation and wealth preservation and uses the team at Global Solutions along with proprietary strategies to provide exceptional service and results to his clientele. When Foad is not at the office you can find him volunteering his time within his community in West Vancouver, enjoying hiking and soccer, as well as spending time with his family.
Alison provides incorporated individuals and business owners solid planning tools for tailored strategic plans to minimize taxes, accumulate and preserve wealth. Alison has been an advisor in the small business market since 1998. Her extensive experience with this unique group gives her a solid understanding of their challenges. She identifies the strongest solutions for clients through close collaboration with the top financial planners, accountants and tax specialists at global Solutions. In her off time, you will find Alison on her boat or in the garden.
Sean has vast experience working with small private single-family offices to large multi-billion dollar multi-family organizations, as well as investment funds and corporations as a finance officer. His understanding of the inner workings of financial and organizational strategy supports the planning he offers to high net-worth and ultra-high-net-worth families and investment groups when utilizing Global Solutions’ platform of proprietary strategies.
As a Wealth Advisor, Arastoo leverages Global Solution's comprehensive platform of specialists to offer clients a holistic approach to wealth accumulation with a strong emphasis on wealth preservation. By collaborating with a network of experts, Arastoo delivers tailored solutions that align with each client's unique financial objectives, considering tax implications and optimizing strategies accordingly.
In addition to his role as a Wealth Advisor, Arastoo also serves as an esteemed Advisory Team Lead within the firm. His leadership acumen and extensive experience guide a team of dedicated advisors, fostering a collaborative environment where excellence and client-centricity thrive. Arastoo's commitment to driving success extends to his ability to inspire and motivate his team members, enabling them to provide exceptional client service while adhering to the highest standards of professionalism and integrity.
Erick is a renowned Chartered Professional Tax Accountant with a particular emphasis on international and cross-border tax planning. He holds an established track record where he is instrumental in providing strategic tax solutions that are personalized to align with the specific demands of businesses operating on a global scale.His expertise spans a wide range of areas including intellectual property taxation, transfer pricing, and research and development (R&D) tax incentives. Serving a diverse clientele, from emerging start-ups to well-established multinational corporations, Erick's strategic tax planning skills have consistently proven invaluable and uniquely positions him to anticipate and mitigate the tax challenges that come with international business expansion and operation.
With over 30 years of experience in finance and insurance, Amy began her career at Deutsche Bank AG Private Banking in Hong Kong serving high net worth clients. Since 2000, she has been a trusted advisor in risk and wealth management in Canada, holding Certified Financial Planner and Elder Planning Council certifications. Amy's dedication to understanding her clients' unique needs allows her to develop personalized financial strategies, founded on risk management, wealth accumulation, and estate and tax planning principles. Her friendly nature and ethical approach have fostered enduring trust among her clients. Outside work, Amy relishes traveling, volunteering, and golfing.
Evan helps advise on wealth accumulation and preservation strategies for business owners and their families, so that they are fully prepared to maximize the value of their business and secure the wealth they’ve created for generations to come. After completing his Undergraduate degree in International Commerce at Niagara College, Evan began his career in wealth management, furthering his passion to support family owned businesses.
Evan holds his Certified Investment Management designation (CIM), Qualified Associate Financial Planner (QAFP) and is a Certified Exit Planning Advisor (CEPA).
Tony is a certified financial planner and has been working in the financial services industry since 2013, and specializes in both risk management and estate planning solutions. He works with clients in providing them a clear financial plan and tailors his recommendations to his clients unique needs and goals. He is currently registered as a certified financial planner (CFP®) and chartered investment manager (CIM®). When Tony is not in the office he enjoys spending time outdoors with nature.
Brandon Newell is an accomplished former Capital Markets Executive with over a decade of expertise in crafting tailored financial solutions. His experience spans across fixed income, equity, and derivative products for institutional clientele at a prominent Schedule I Canadian financial institution. Driven by an inherent passion for aiding others, Brandon has made a strategic career pivot towards holistic wealth management, empowering individuals, families, and small-to-medium enterprises with financial stability for future generations. A proud alum of Saint Mary’s University, he holds a Bachelor of Commerce with a concentration in Finance, complemented by his distinction as a CFA Charterholder.
Throughout his seven-year tenure at Women in Capital Markets, Brandon focused on promoting male allyship and became the first male to co-chair the WCM Vancouver Chapter Steering Committee. His commitment extends beyond professional boundaries to several community initiatives, including the United Way Campaign and the Make a Wish Foundation. In his leisure time, Brandon is either involved in physical activities or advocating for mental health awareness, emphasizing support for men dealing with mental health issues.
Michelle specializes in helping busy professionals and families to retain and accumulate wealth through our comprehensive financial planning process. Michelle believes in building collaborative relationships with various industry professionals to assist in working together with her clients to build a plan with high-quality advice. Michelle is committed to providing her clients with an education based approach to ensure a sustainable financial future for generations to come. Acting as her client’s personal advisor; She helps build a plan based on financial circumstance that reflects her clients unique values and goals.
Sina has been involved in the financial industry since 2019, starting in the banking industry before realizing his passion for helping clients achieve financial planning objectives. With Global Solutions and their team of experts, Sina is committed to his client’s success at various stages of their personal and professional lives using innovative strategies that empower them to reach their goals. When Sina isn’t at the office, he enjoys playing sports and spending time with family and friends.
Amanda's Wealth Accumulation and Wealth Preservation specialty has served British Columbia families since the early 2000's. In recent years Amanda acquired the Professional Consultant On Ageing certification. As a CPCA professional, Amanda is equipped and informed to better understand the health, social, financial and legal issues and variables that impact her client families with ageing loved ones. Amanda recognizes the strategic importance of estate organization, estate preservation and estate administration. Her meticulous nature has helped many clients make sense of these often vaguely arranged family documents.
Amanda’s out-of-office pursuits are incorporating her learning on Health and Wealth Longevity into her own practical and physical life.
Currently, Amanda is joyfully serving on her own neighbourhood’s Seniors’ Council.
Anisa has held various management and customer service roles for over a decade and brings her skills to provide efficiencies within Global Solutions that support both clients and advisors. She believes in providing a seamless and positive experience for clients which makes the experience with Global Solutions enjoyable. When Anisa doesn’t have the world relying on her, she enjoys travelling and spending time with family.
Our tax and global planning expert (CPA, CA) has solved client concerns for over 27 years as a tax partner at the largest international advisory firm worldwide. His sought-after expertise was honed while serving private clients and their companies in Canada, United States, and globally. His experiences include building and working within family office structures and directly with first and second-generation wealth. He bridges legal, banking, and tax issues to bring practical solutions to address the complexities of domestic and international planning.
Our Tax Planning Architect has worked in global finance structure and insurance for more than 25 years. With billions of dollars in closed transactions, he is known for his ability to identify client concerns and work with various global institutions to design and implement comprehensive planning that meets the requirements of families and their far-reaching assets. Families from around the world trust him for his flawless implementation of client-centric, bespoke planning.
Our Domestic Tax Specialist (CA, CPA) has 20 years of experience as a Senior Accountant and has received additional notable designations as a Certified Financial Planner (CFP) and Family Enterprise Advisor (FEA). Completing the In-Depth Tax Program, he ensures client objectives are realized from concept to implementation.
Our estate and tax-based insurance planning expert completed graduate studies in law and was called to the Bar in 1997. He has been working in the insurance industry for more than 20 years. specializing in advanced tax-based insurance strategies and estate planning for high net worth families. He provides advice on complex life insurance strategies for shareholders of privately held corporations and has been responsible for all aspects of implementation as well as annual maintenance of leveraged plans. He has provided instruction on advanced insurance and estate planning to chartered accountants for the Institute of Chartered Accountants across all major cities in Western Canada and is a member of the Society of Trust and Estate Practitioners and the Canadian Tax Foundation.