Kurt Ligertwood
Finance & Investment specializing in Wealth Management
Vincianne Tricand
Investment Planning — Retirement Strategies
Amir M.
Institutional Investment Management | Portfolio Optimization | Risk Assessment
Kirsten Biddle
Streamlining Financial Planning for RIA Owners with Precision
Hunter Welsh
Portfolio Management: Wealth Preservation
Haley MacCosham, MBA
Strategic Marketing Leader in Wealth Management Innovation
David Hoang
Investment Strategy Development | Vancouver
Sierra Young, QAFP
Finance & Investment specializing in Retirement Planning
Steve Richardson
Corporate Finance, Investment Strategy, and Risk Management
Todd Pisarczyk
Investment Strategy Development: Retirement Planning
John Parker CPA CA
Finance & Investment leader in Financial Strategy Development and Cash Flow Management
Jim Pan, CFP
Advice-Only Financial Planning specialist in Vancouver
Michael Noc
Finance & Investment leader in Investment Management and Retirement Planning
Ryan LI Yu
Portfolio Management professional in Vancouver
Jeremy Wong
Research in Wealth Management and Investment Strategies
Jeremy Ma
Wealth Management with expertise in Investment Strategy
Quyen Ly
Retirement Planning | Vancouver
David Crawley CPA, CA
Research in Fractional Cfo Services and Financial Management Consulting
Valerie Nicholson
Financial Strategy Development and Cash Flow Management expert
Jacob Jensen, CFP®
Retirement Planning and Tax-Advantaged Investment Strategies expert
Allan Ma
Strategic Investment Consultant Driving Growth for Diverse Portfolios
Jeff Z.
Vancouver-based Wealth Management specialist
Alyssa Wiens, CFP®
Retirement Planning | Investment Management
Kristin Hanneman
Retirement Planning | Vancouver
Taylor Anderson, CFP
Financial Planning For Sabbaticals with expertise in Investment Strategies For Families
Conrad Chin
Defined Contribution Plans practitioner | Investment Strategy Development
Keith Bailey
Finance & Investment leader in Cfo Consulting and Financial Strategy Development
Brian Peters
Finance & Investment focused on Wealth Management and Special Situation Investments
Robbie Watts, BCom.
Finance & Investment professional in Investment Planning
Josephine Gonzales, CFP, BBA
Vancouver-based Wealth Management specialist