The timms & engen wealth management group
We promote financial success through strong relationships, due diligence and choice decisions. We base our practice on a planning perspective, implementing strategies that will work the best for our clients.
Brenda
- Calendar & Client Scheduling
Brenda joined The Timms & Engen Wealth Management Group on a part-time basis in 2011 after semi-retiring from a long successful career. Brenda works closely with John and Eden booking their appointments and scheduling their meetings. In her spare time she enjoys cooking, entertaining, travelling and walking the beaches in White Rock.
Tonya
- Office Administration
Tonya brings her talents to the position of Accounts payable, Payroll, and Accounts Receivable for the Timms & Engen Wealth Management Group. Tonya splits her time at the office with she and Eden’s 4 children, grandchildren and her love of physical fitness and nutrition.
John Timms and Eden Engen
respectively:
- CFP® Senior Investment Advisor / Director, Private Client Group
- CIM®, CFP® Portfolio Manager / Director, Private Client Group
Since 1990, John Timms and Eden Engen have built The Timms & Engen Wealth Management Group to a full-service, industry leading investment office. Each long-term staff member specializes in areas specific to their talents, experience and backgrounds. The team brings Portfolio Management, Traditional Asset Management, Insurance, Estate and Tax Planning to their list of professional services. John and Eden’s combined backgrounds in human resources, financial services and the pension industry generates the perfect blend of leadership, creativity and conscientiousness.
John Timms and Eden Engen
respectively:
- CFP® Senior Investment Advisor / Director, Private Client Group
- CIM®, CFP® Portfolio Manager / Director, Private Client Group
Since 1990, John Timms and Eden Engen have built The Timms & Engen Wealth Management Group to a full-service, industry leading investment office. Each long-term staff member specializes in areas specific to their talents, experience and backgrounds. The team brings Portfolio Management, Traditional Asset Management, Insurance, Estate and Tax Planning to their list of professional services. John and Eden’s combined backgrounds in human resources, financial services and the pension industry generates the perfect blend of leadership, creativity and conscientiousness.
Kathleen
- Senior Manager, Client Administrator
Since 1993 Kathleen has specialized in administration, client service and investment advisor support. She handles client account requests, completes administration and all paperwork needed for financial planning. Kathleen enjoys spending time on the golf course, volunteering and travelling.
Vanessa
- Front Desk, Administration
Vanessa brings her client services experience and love of meeting new people to our group. On her days away from the office, Vanessa is kept busy with her two young daughters, Hazel and Stella.
About Us
“At the end of our discovery process with our client, we want to be able to say: these are the best investments for you, this is the plan to help you realize your goals financially, and here are the reasons why.” – John Timms
Investing is a personal choice and therefore different for everyone. Each investor may have a similar goal in mind such as wealth preservation but the journey towards that will be different for everyone. We take the time to establish a specific direction for each client. It is important to break down a broad goal like wealth preservation for each client into smaller, workable pieces.
We determine the needs, lifestyle, choices, personality, risk tolerance and financial plan for each individual. We then implement the best possible strategy under the care and expertise of our professional team and the money managers involved.
We offer an elite, fee-based discretionary management program for a variety of portfolios.
Supported by technology and innovation we are ableto manage investments in an efficient and timely manner.