Jeremy Wong
Research in Wealth Management and Investment Strategies
Jeremy Ma
Wealth Management with expertise in Investment Strategy
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
John Bennett
Research in Investment Consulting and Financial Sales Strategy
Patricia Ng
Wealth Management | Investment Strategy | Retirement Planning
Brett Morris
Vancouver-based Retirement Planning specialist
Wain Stushnoff
Finance & Investment focused on High Net Worth Investment Strategies and Portfolio Management
Shawn Ali
Financial Planning & Analysis with expertise in Strategic Budgeting
Josephine Gonzales, CFP, BBA
Vancouver-based Wealth Management specialist
Jacob Chang, CFP
Retirement Planning and Investment Strategies expert
Jim Pan, CFP
Advice-Only Financial Planning specialist in Vancouver
Christina Schwind, CFP®
Retirement Planning | Vancouver
Charles Manty
Strategic Investment Consultant Specializing in Tailored Financial Solutions
Jose Nader
Global Project Financing Expert with Proven Investment Strategies
Ian Leslie
Aligning Investment Strategies with Client-Centric Economic Goals
Linde Carroll, CFP®
Guiding Your Financial Future with Tailored Investment Strategies
John Parker CPA CA
Finance & Investment leader in Financial Strategy Development and Cash Flow Management
Baden James
Finance & Investment professional in Retirement Planning
Ross Carroll
Wealth Management | Retirement Planning