It is Eric’s mission to help clients achieve their personal and professional goals through sophisticated, conservative growth and income strategies. He founded the Muir Investment Team to become and remain the most trusted advisor to the clients they serve. How Eric helps to achieve that is through the value he places in building trust with clients – to be dependable, faithful, and reliable, while taking care to do his duty diligently, protecting the investments entrusted to the team for safekeeping.
- Bachelor of Commerce (Honours Finance), Carleton University, Ottawa
- Fellow of the Canadian Securities Institute (FSCI)
- Chartered Investment Manager (CIM®)
- Certificate in Advanced Investment Advice
- Registered Health Underwriter (RHU®)
Eric has been a financial advisor for more than 25 years, and has been licensed to provide life & disability insurance since 1990. He has an in-depth knowledge of incorporated professionals, family and other trust structures, as well as tax, retirement and estate planning. As a Financial Advisor and Portfolio Manager with Raymond James Ltd., Eric works extensively with professionals, business owners, and pre-retired families. Before joining Raymond James in 2013, Eric was a senior vice president of a national bank.
- Westside Church
- Burnaby Board of Trade
- Back to the Bible (Director)
Eric is a third-generation Vancouverite, and resides in Burnaby with his wife, Carol. They have two children, Laura and Cyrus; a son-in-law, Brandon; and three wonderful grandchildren, Fiona, Jane and Jeffrey.
Eric’s main personal interests are family, community involvement, biking, traveling, and hiking. He is an avid fundraiser for refugees and the needy in Cambodia, India and Latin America. His recent accomplishments include climbing Mt. Whitney, the tallest mountain in the contiguous United States, and completing his first book, “Retirement: Stop Worrying & Start Planning.”