Relay Wealth Advisors is a multi-generational team with fresh perspectives enriching an experienced practice built on relationships. Over the years, we’ve integrated tech innovation and optimized processes while caring for clients like they’re friends of the family.
Rod Abbott
Wealth Advisor | CFP®, CH.F.C.
An experienced financial planner with 35+ years of experience, Rod began his financial career in 1984 with his father, Bill Abbott. Family is Rod’s driving force, and he understands firsthand the need for quality financial, retirement, legacy, and estate planning. He enjoys having meaningful, long-term relationships with his clients and coaching them through all of life’s ups and downs. He resides in Cadboro Bay with his wife and two dachshunds, and enjoys spending time with his grandchildren, ballroom dancing, and exploring the West Coast on his boat.
Liam Abbott
Wealth Advisor | CPA, CFP®
Liam received his chartered professional accountant designation in February 2019. During his pursuit of the CPA designation, he dedicated three years to the public accounting industry. This invaluable experience shed light on the challenges of wealth building and provided him with an in-depth understanding of cash flow and the significant impact of taxes on investment income. Fully aware of the immense effort required to earn and maintain money, Liam guides his clients toward efficiently growing their hard earned dollars and transforming them into an income stream in retirement. Beyond the office, he cherishes his leisure time, enjoying activities like swimming, cooking, and spending quality moments with his wife, Brianna, their two children, and their adorable long-haired miniature dachshund, Zoe.
Charlotte Starkey
Wealth Advisor | CFP®, MMUS
An accomplished singer, Charlotte joined Relay Wealth Advisors after completing a Masters of Music degree and spending five years working with lululemon. Armed with a valuable skill set encompassing business leadership, people management, group training, and community outreach, she brings a unique perspective to the team. She is securities and insurance licensed and enjoys working with clients on setting powerful goals, and ensuring a plan is in place to transform their dreams into tangible reality. Her passion for self-improvement extends beyond the workplace: she loves running, hiking, and traveling with her husband. Additionally, she cherishes her role as an auntie to her amazing nieces and nephews, and she continually pushes her limits in the gym, embracing personal growth in every aspect of her life.
Lilis Hall
Client Service Lead
Lilis graduated from Vancouver Island University in 1985, where she earned an Associate Degree in Commerce with a General Management designation. Since 1988, she has been an indispensable member of the team—her expert guidance ensures our client accounts and office operations run seamlessly. She oversees all administrative aspects of financial transactions for clients and account management. Beyond her professional achievements, Lilis takes great pride in being a devoted parent to Madalyn and her grand-dog, Rupert! When she’s not working, you can find her staying active in fitness classes, exploring picturesque walking trails, and immersing herself in a good book or a classic film.