Dane Bird,
B.A, CIM®, FCSI® Senior Wealth Advisor, Insurance AgentDane is a Senior Wealth Advisor at Raymond James, and founder of Bird Moore Advisory Group. Dane prides himself on his ability to help individuals, entrepreneurs, families and businesses owners growth their wealth, pay less taxes and protect their family legacies. With the help of Raymond James specialists, he is dedicated to providing comprehensive wealth and estate-planning strategies to his clients and has been a top rated financial advisor throughout his entire two-decade career. Dane has obtained the Chartered Investment Manager (CIM®), Certified Retirement Specialist (CRS®), Partners Directors and Officers (PDO®), and Fellowship of the Canadian Securities Institute (FCSI®) designations. Dane graduated "With Distinction" honors in 2001 from the University of Victoria and has lived all over the world including locations in Canada, the United States and Taiwan.
Dane and his wife Genevieve have three kids Nev (16), Kellan (9) and Liv (7) and enjoy all aspects of the Okanagan lifestyle. The family enjoys wake surfing, cycling, skiing, soccer, flag football, tennis and pickle ball. Dane enjoys a very active social and community life with his friends and family and coaches many of his children's sports. For years, Dane has been an active supporter of Restor International - a non-profit humanitarian organization that provides free reconstructive surgery to disadvantaged children and adults in developing countries. Dane is also very actively engaged in raising money and awareness for the CYAC – the Child Youth Advocacy Centre in Kelowna. The CYAC provides an inspired, child-friendly environment dedicated to supporting those impacted by child abuse and neglect, by empowering frontline agencies to work together to improve outcomes and build resilience for children, families, and community.
Dane's unwavering commitment to continuing education in the industry has him currently working on his Series 65 qualifications, which will enable him to better serve his clients for all of their cross-border financial and estate planning needs in the United States and Canada.
The Chartered Investment Manager® (CIM®) Designation builds the skills and experience we need to serve a more sophisticated financial client or institution. Financial professionals who hold the CIM® designation are eligible for registration as a Portfolio Manager in Canada. They have expertise in providing money management services to high-net-worth and institutional clients, and they understand the application of portfolio management in the context of Canadian markets and regulatory requirements
What do these designations mean for you? They mean that when you work with an investment consultant who has taken the time to complete these designations, you’re working with someone who is well-versed in modern concepts of investment advice, is educated enough to understand how your individual investments are being managed and how they work together – no matter how complex it may be. These skills, along with a commitment to advanced education, enable them to provide you with the kind of service that you not only want, but deserve.