About Cherry Hill
We started Cherry Hill Private Wealth because we wanted to see a more human approach to wealth management. A little less industry jargon with more of a focus on what you want in your life.
Why we launched Cherry Hill Private Wealth.
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Integrity means the world to us so we wanted a culture that valued it.
We value the relationships we build with you and we value the work we do and how we do it. It was important for us to create a workplace that adhered to the moral and ethical principles that guide the way we do things. For you and for us.
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We wanted to guide you without all of the traditional roadblocks.
We understand the importance of your financial security and peace of mind. In order to provide that to you in a way that you deserve, we needed to create more flexibility and access to the financial tools that were out there while removing the red tape.
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Work/life balance and mental health is extremely important to us.
We preach balance to all of our clients as we get to know you and your families more. It’s such an important piece to planning your financial future as our mental health guides the decisions we make in our lives. We wanted to build a healthier culture.
Meet The Cherry Hill Team
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Trevor Miller
CFP, RIAC, RRC
Trevor believes that every Canadian deserves access to exceptional financial advice. He advocates for the importance of having a finacnial team that supports intelligent decision-making, emphizing that this resource svould not be exclusive to the ultra-wealthy.
For too long, Canadians have settled for generic, underperforming investments and uninspired financial advice. In today's world, having a committed financial partner is more crucial than ever. Trevor is dedicated to understanding your financial circumstances better than you do and collaborates with you to make the most beneficial decisions with your money. He champions a holistic financial strategy, integrating superior investment options with tax, estate, and risk management planning, to pave the way to genuine financial freedom.
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Adrian Blake
CFP
Adrian enjoys finding better ways to serve his clients, having embraced technology (something this industry is guilty of avoiding) in order to make his practice fully digitally enabled. The most important part of financial planning is not the plan itself, but the clarity and understanding that the process of financial planning brings to the forefront. A complete understanding that “future-you” is going to be OK, allows you to relax and enjoy today.
Beyond work, Adrian is married to Jennifer, has two young sons, Owen and Dax, and enjoys cycling, keeping exotic discus fish, and cottaging.
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Amy Bobbitt
Executive Assistant
Amy became a valuable member of our team in January 2018, known for her organizational prowess and outstanding customer service skills. She expertly manages client information, handling everything from daily transactions to coordinating client meetings. Amy is committed to providing clients with precise and valuable information, consistently exceeding expectations in her role.Outside of the office, Amy cherishes her downtime. She loves to unwind with a captivating book, enjoys camping trips, and dedicates her time to mentoring as a Big Sister with the Big Brother Big Sister Organization.
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Paul Marion
CLU, CHS
Paul Marion is an accomplished leader with over thirty years of senior management experience. For the past two decades, he has driven growth and innovation in the Canadian financial industry. As the Executive Managing Director of Tax & Wealth Planning at Harbourfront Wealth Management, Paul has created nationwide programs, including a Wealth and Estate Planning division and an Investment Advisor Training and Education program to meet IIROC-mandated requirements.
Paul leads the Full-Service Multi-Family Office, serving ultra-high-net-worth clients nationwide. With extensive knowledge and experience, he provides advisors and clients with top strategies, including financial planning, insurance, tax planning, legal services, pension management, trusteeship, and group benefits. This comprehensive approach optimizes results for our clients.
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Ian Goodman, CFA
Portfolio Manager, Supervisor Managed Accounts Program
– Harbourfront Wealth Management TeamIan came to Harbourfront from Credential Securities where he helped grow their SMA platform to over 1.3 billion in assets in just 5 years. He was a key member of the Investment Strategy Committee which was responsible for modeling portfolios for Advisors. As an accomplished speaker, CFA charter holder, and technical consultant to Portfolio Managers, Ian’s skills, 13 years of experience, and desire to help clients become better off, are a perfect fit for the culture here at Harbourfront Wealth.
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Justin Van Dyk, CFA
Portfolio Manager, Managed Accounts Program
Harbourfront Wealth Management TeamJustin is a key member of Harbourfront’s Watermark Private Portfolio team. He is responsible for the day to day trading, portfolio accounting, and performance analytics, in addition to security analysis and due diligence of investment products and fund managers. Justin is a registered representative, holds a Bachelor of Business Administration with distinction from BC Institute of Technology and, is a CFA charter holder.
We are working with Harbourfront Wealth Management to bring you more access.
Harbourfront Wealth Management works with financial advisors like us to provide more access and flexibility when it comes to managing and investing your money.
Harbourfront has built a unique private securities platform, where every client at Harbourfront can access a shelf of customized, retail-friendly, private securities. Since the first branch opening in 2013, Harbourfront has grown to 22 branches nationwide (as of June 2021), and also operates in the US through its sister company, Harbourfront Wealth America.
Seasoned advisors like us continue to leave their current investment firms and bring their client practices to Harbourfront, making them one of the fastest-growing wealth advisory dealers in Canada. Together we’re bettering the financial lives of our clients.
Through our partnership with Harbourfront Wealth Management, we now have more options that were not available to us, and you, in our past partnerships and we look forward to working together for you.
Book a consultation with us.
Let’s schedule a call to meet each other and see if we can help you achieve a financial roadmap that helps you create a financial plan that focuses on what, and whom, means the most to you.