Haley MacCosham, MBA
Strategic Marketing Leader in Wealth Management Innovation
Brett Morris
Vancouver-based Retirement Planning specialist
Christina Schwind, CFP®
Retirement Planning | Vancouver
Wain Stushnoff
Finance & Investment focused on High Net Worth Investment Strategies and Portfolio Management
Steve Richardson
Corporate Finance, Investment Strategy, and Risk Management
Jacob Chang, CFP
Retirement Planning and Investment Strategies expert
Taylor Anderson, CFP
Financial Planning For Sabbaticals with expertise in Investment Strategies For Families
Shawn Ali
Financial Planning & Analysis with expertise in Strategic Budgeting
Robbie Watts, BCom.
Finance & Investment professional in Investment Planning
John Aarhus
Finance & Investment | Retirement Planning
Jeremy Wong
Research in Wealth Management and Investment Strategies
Quyen Ly
Retirement Planning | Vancouver
Charles Manty
Strategic Investment Consultant Specializing in Tailored Financial Solutions
Allan Ma
Strategic Investment Consultant Driving Growth for Diverse Portfolios
Jose Nader
Global Project Financing Expert with Proven Investment Strategies
Linde Carroll, CFP®
Guiding Your Financial Future with Tailored Investment Strategies
Vincianne Tricand
Investment Planning — Retirement Strategies
Ross Carroll
Wealth Management | Retirement Planning
David Crawley CPA, CA
Research in Fractional Cfo Services and Financial Management Consulting
Josephine Gonzales, CFP, BBA
Vancouver-based Wealth Management specialist
Wendy Cheung, CFA, CFP
Wealth Management professional in Vancouver
Hunter Welsh
Portfolio Management: Wealth Preservation
Jeff Z.
Vancouver-based Wealth Management specialist
Christina Anthony
Finance & Investment focused on Wealth Management and Portfolio Diversification
John Parker CPA CA
Finance & Investment leader in Financial Strategy Development and Cash Flow Management
Jim Mann
Financial Performance Improvement — Operational Efficiency Consulting
Kav H.
Fractional Cfo Services specialist in Vancouver
David Thorson
Cash Flow Management, Financial Forecasting, and Business Valuation
L.J. Eiben CFP® CIM®
Cross-Border Tax Optimization with expertise in Investment Portfolio Management
Patricia Ng
Wealth Management | Investment Strategy | Retirement Planning