Al Vardy first connectied to Raintree when he was a client in 2013 while working as an independent financial advisor at Dundee Wealth. Experiencing the market corrections of 2002 and 2008, Al was determined to find better ways to construct investment portfolios. Research kept pointing to the inclusion of private investments. Al discovered his values are highly aligned with Raintree resulting in his decision to join. Al is motivated by the belief that alternative investments, suitable to the investor and in the appropriate balance, provide value to the investor that traditional investments alone cannot achieve.
A Certified Financial Planner (CFP) with 30 years in the financial industry, Al’s other roles include community banking manager at CIBC, and regional investment sales manager at BMO. Al is a life-long learner in every regard; from daily research papers, ongoing university and industry programs, and the constant participation in new activities and interests. His main branch of study has been Economics through Laurentian University and The Institute of Canadian Bankers. He has also completed the Canadian Securities Course and The Professional Financial Planning Course.
Al is currently on the board of the Sudbury Downtown Business Association, is a committee member for the Sudbury Chamber of Commerce Downtown Development Task Force, and is a long-standing member of the Sudbury Salvation Army Advisory Board where he occupies the position of vice-chair.
Originally from Newfoundland, Al’s career took him to eight locations before arriving in Sudbury in 2000. With his entrepreneur spouse, they have raised three children together. Of all the places Al has lived, Sudbury is where he feels most at home. Living on Lake Ramsey, close to Sudbury’s downtown, provides a rural/urban combination unlike anything he has experienced elsewhere. Al has always been active in many sports and endeavours, including coaching minor-league baseball when the children were young. His most consistent activities include cycling, mountain biking and yoga, with a very recent (and exciting) discovery of climbing to provide the next challenge.