Sherri Hoover CFP®, RRC

Senior Financial Consultant

Sherri is a seasoned financial planner with over 18 years of experience, specializing in tax-efficient strategies that help clients maximize their wealth. With the coveted CERTIFIED FINANCIAL PLANNER® designation, she has built a reputation for her keen analytical skills and personalized approach to financial planning. While quiet in nature, she is skilled at creating comprehensive plans that enhance our clients' ability to meet their financial goals and dreams.

Known for her attention to detail and deep understanding of how to best create a tax-efficient cash flow, Sherri provides clients with peace of mind, knowing their finances are in capable hands. Her client-centric approach and belief ensures that each plan is tailored to meet the unique needs and goals of the individuals and families she serves.

In addition to her professional achievements, Sherri is an active member of her community, often volunteering time to help others. She enjoys traveling, sunshine and everything the sun kisses (in particular grapes in the form of delicious wine).


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Brad McPhee

Principal

Brad McPhee is compelled to help others understand their potential to reach their dreams. He spent 15 years with the federal government in management roles coaching others and facilitating innovation. Brad transitioned to becoming an entrepreneur and both owned and ran private enterprises for another 15 years. This breadth of experience helps him relate to the entrepreneurs and business people he serves. 

In 2012, he, Ross, and Sherri began their successful and effective partnership.

Brad is a frequent traveler to Cuba. He completed studies to become a minister in 2005. In 2007, he was married and now supports his extended family of five, which he considers one of his greatest life achievements.

Brad loves to discuss the concept of wealth and how it comes in various forms into our lives. He is contemplating a model of 'collaborative capitalism.' And to keep that other side of his brain agile, he would like to pursue an artistic talent.


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Zach Russell BBA (Finance), CFP®, RRC

Senior Financial Consultant

Zach Russell is driven to achieve the goals he sets for himself and those he serves. After he obtained his BBA from Saint Francis Xavier University with a major in Finance, Zach lost no time in setting up his own practice with IG Wealth Management in 2007. Even as a busy entrepreneur, Zach continued studying and ultimately obtained both his CERTIFIED FINANCIAL PLANNER® and Registered Retirement Consultant (RRC) designations.

Zach joined as a named partner with McKenzie, Hoover, McPhee, Russell in January 2019. He continues to grow the practice and specialize in serving private wealth clients, with a focus on physicians, dentists, business owners and professionals.

Zach is not just all business; he also displays the easy-going affability of a sports team player as he was captain of the Men’s Basketball team at St.FX University. His love of the sport also spurred him into coaching and volunteering roles with children and young adults both in Halifax and Vancouver. Zach lives in downtown Vancouver with his wife where they both enjoy outdoor activities and exploring new places, food, and wine through travel.


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Daniel Harries CFP®, CIM

Senior Financial Consultant

For nearly two decades, Daniel has been guiding Canadian individuals, families, and businesses through complex financial decisions by helping them to accumulate, preserve and transfer wealth with confidence. After graduating with his BA from McGill University focusing on economics, Daniel went on to earn his CERTIFIED FINANCIAL PLANNER® and Chartered Investment Manager designations, which have helped him to build relationships based on trust and transparency. Daniel lives in North Vancouver with his wife and three young children where he enjoys coaching youth soccer and skiing with his family.

Dylan Lynch

Associate Consultant
Originally from Ireland, Dylan moved to Vancouver in 2019 after falling in love with the city's vibrant culture and stunning landscapes. Armed with a business degree, Dylan quickly demonstrated his keen interest and skill in financial management. He is fully licensed in mutual funds and insurance and is currently pursuing his CFP designation. As a wealth advisor, Dylan is passionate about serving affluent clients and helping them navigate their financial futures.
 
Beyond his professional pursuits, Dylan leads an active and fulfilling life. He is a key member of a high-performing local basketball team, where he channels his competitive spirit and teamwork skills. An avid traveler, Dylan embraces opportunities to explore new places and cultures. With a packed schedule and diverse interests, he always finds ways to keep himself engaged and thriving in his new home.


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Sophie Winder-Berkey

Executive Assistant
Originally from LA and San Francisco, Sophie moved to Vancouver at a young age and has loved calling it home ever since. Her passion for numbers led her to UVic's Gustavson School of Business, where she graduated in 2025 with a Bachelor of Commerce, focusing on Finance and Accounting. Since then, she's gained hands-on experience across the industry, having worked at a not-for-profit audit firm, on the finance team of a tech startup, and as a technology risk consultant in the public sector.
 
Sophie is passionate about finance and is now working towards becoming a licensed wealth advisor, with the goal of building a long-term career within the industry. Outside of work, she loves travelling, skiing, hiking, Pilates, and fashion. Most of all, she treasures time with her family, friends, and her dog.