Private Wealth
Navigating wealth can be complex—but with the Private Wealth team at the Cash Management Group, it doesn’t have to be. We specialize in working with high-net-worth individuals and families to simplify the management of their assets and align their financial plans with their long-term goals.
Our advisors provide personalized, proactive guidance across investment planning, liquidity management, and wealth preservation—so you can focus on what matters most, knowing your financial future is in expert hands.
Our Services
Private Wealth Team
Andrew Johns
Senior Investment Advisor
As the team lead of the Cash Management Group, Andrew has over 20 years of experience in the financial services industry. He continuously identifies opportunities with the vision to build, preserve, and enhance the wealth of our clients.
James Barrie
Senior Investment Advisor
As a Senior Investment Advisor, James services and creates portfolio recommendations for our private wealth clients. He has over 13 years of experience in the financial services industry. With a pulse on the latest market news, James works with Stefan and Andrew to create custom investment strategies for our clients.
Stefan Linden, CIM®
Senior Investment Advisor
Stefan focuses on developing new relationships and managing existing private wealth clients His insight into the markets and sharp analytical skills ensure clients receive the most up-to-date recommendations. Stefan brings a fresh perspective to building and re-balancing custom investment portfolios for our clients.
Contact Us
Cash Management Group
Suite 2500, 1133 Melville Street
Vancouver, BC V6E 4E5
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