Val Sorin Novac

Branch Compliance Manager & Investment Advisor

A successful Investment Advisor since 2001, Val is the Branch Compliance Manager for our office and ensures that culturally we maintain the integrity of our firm. 

Val is a Chartered Investment Manager (CIM) and is a Fellow of the Canadian Securities Institute (FCSI), which is the highest honor and a senior credential within the Canadian financial services industry. It is reserved solely for an elite group of experienced financial services professionals and distinguished leaders that meet the highest standards for advanced education, ethical conduct, industry experience and peer endorsement. Val holds an engineering degree in Geophysics and an Executive MBA from the University of Washington.

Vals believes that aligning clients with the ideals of institutional and pension funds helps to democratize the process of wealth creation.
 

Fun Facts:

If you are not in the office, where can we find you?  Spending quality time with his 2 kids and his wife.
Favorite thing to do? Vacation with his family hitting his bucket list of places to visit.