Aaron Crabtree CFP®, CLU, RRC, FMA

Executive Financial Consultant

Aaron joined the practice in 2001. As a CERTIFIED FINANCIAL PLANNER® professional, he meets the FP Canada’s rigorous pre- and post-certification standards in education, experience, and ethics, while adhering to the highest internationally recognized standards of competence and ethical practice as set out by FP Canada. Also, as a designated Financial Management Advisor (FMA), Aaron is qualified to provide comprehensive and advanced financial planning advice to sophisticated and high-net-worth families, professionals and business owners. Aaron focuses on advanced tax and estate planning research, portfolio analysis and advising on new wealth management initiatives. He finds it especially rewarding to help clients achieve lifelong goals and to move through different life stages with confidence, knowing they have a comprehensive financial plan in place.

Aaron’s charity involvement includes support of BC Children’s Hospital, the United Way, and the Butterfly Run. Born and raised in Vancouver, Aaron now resides in Surrey. He is an avid outdoor enthusiast who enjoys spending his free time hiking, camping, and backpacking throughout the great outdoors in beautiful BC and beyond.