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Find an investment professional.

Choose a specific investment professional from this list or choose by appointment type to book an appointment with the next available specialist.

Find a specialist by
Alex Chima, Vancity

Alex Chima (he/him)

Wealth Planner
Vancity / Aviso Wealth
Speaks English
Burnaby North
Andrew Kerr, Vancity

Andrew Kerr (he/him)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English
Victoria
Angel Hsu, Vancity

Angel Hsu (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English and Mandarin
Vancouver East, Vancouver South
Anna Dai, Vancity

Anna Dai (she/her)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Mandarin
Richmond
Annie Kuan, Vancity

Annie Kuan

Wealth Advisor, RIS, CFP®, PFP®
Vancity / Aviso Wealth
Speaks English and Mandarin
Coquitlam
Armaghan Keshmiri, Vancity

Armaghan Keshmiri (she/her)

Wealth Planner, RIS, PFP®
Vancity / Aviso Wealth
Speaks English and Farsi
Vancouver, Vancouver Downtown, North Vancouver
Aspi Ustad, Vancity

Aspi Ustad

Wealth Planner
Vancity / Aviso Wealth
Speaks English, Hindi, Gujarati and Marathi
Vancouver
Avnit Sachar, Vancity

Avnit Sachar (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English, Punjabi and Hindi
Mission
Ayaz Sunderji, Vancity

Ayaz Sunderji (he/him)

Wealth Advisor, RIS, CFP®, FMA®
Vancity / Aviso Wealth
Speaks English
Surrey
Aymara Castillo Alvarez, Vancity

Aymara Castillo Alvarez (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and Spanish
Squamish
Brendan Gallagher, Vancity

Brendan Gallagher (he/him)

Wealth Advisor, RIS, CFP®, CIM®
Vancity / Aviso Wealth
Speaks English
Vancouver
Christian Halim, Vancity

Christian Halim (he/him)

Wealth Advisor, CFA®
Vancity / Aviso Wealth
Speaks English
Burnaby North
Dan Wang, Vancity

Dan Wang (he/him)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Mandarin
Vancouver Chinatown, Vancouver East
Diana Powell, Vancity

Diana Powell (she/her)

Wealth Advisor, FMA®
Vancity / Aviso Wealth
Speaks English
Port Moody, Port Coquitlam
Dianna Niu, Vancity

Dianna Niu (she/her)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East, Langley
Elena QI, Vancity

Elena QI (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English, Mandarin and Cantonese
Vancouver
Elise Gregg, Vancity

Elise Gregg (she/her)

Associate Portfolio Manager, RIS, CFP®, CIM®
Vancity Investment Management
Speaks English
Coquitlam, North Vancouver, Victoria, West Vancouver
Eren Olgun, Vancity

Eren Olgun

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and Turkish
Vancouver East
Eryka Fain-Sonya, Vancity

Eryka Fain-Sonya (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English
Burnaby South
Fred Chalut, Vancity

Fred Chalut (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
West Vancouver
Gaurav Ahuja, Vancity

Gaurav Ahuja (he/him)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English, Hindi and Punjabi
Delta
Gianni Tessarolo, Vancity

Gianni Tessarolo

Portfolio Manager, RIS, PFP®
Vancity Investment Management
Speaks English
North Vancouver, Squamish, Victoria, Vancouver Chinatown, Vancouver Downtown
Glavin Fernandes, Vancity

Glavin Fernandes (he/him)

Wealth Planner
Vancity / Aviso Wealth
Speaks English and Hindi
Vancouver
Goga Vlajnic, Vancity

Goga Vlajnic (she/her)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Burnaby South, Burnaby North
Guy Wildeman, Vancity

Guy Wildeman

Wealth Advisor, CFA®
Vancity / Aviso Wealth
Speaks English
White Rock, Surrey South
Harpinder Grewal, Vancity

Harpinder Grewal

Wealth Advisor, RIS, PFP®
Vancity / Aviso Wealth
Speaks English
White Rock, Surrey
Heather Knowles, Vancity

Heather Knowles

Wealth Planner, PFP®
Vancity / Aviso Wealth
Speaks English
Victoria
Jason Kuramoto, Vancity

Jason Kuramoto (he/him)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver Westside
Jasonk Lee, Vancity

Jasonk Lee (he/him)

Wealth Advisor
Vancity / Aviso Wealth
Speaks English
Vancouver East, Vancouver South
Jeanette Jow, Vancity

Jeanette Jow (she/her)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Cantonese
Vancouver South, Vancouver Westside
John Kha, Vancity

John Kha (he/him)

Wealth Advisor, RIS, CFP®, PFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East, Burnaby North
John Vermeulen, Vancity

John Vermeulen (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver Westside
Jordan Hopper, Vancity

Jordan Hopper (he/him)

Portfolio Manager, CFP®, CFA®
Vancity Investment Management
Speaks English
Vancouver, Vancouver East, Vancouver South, Vancouver Westside, Vancouver Kitsilano, Richmond
Joseph Tassone, Vancity

Joseph Tassone (he/him)

Wealth Planner
Vancity / Aviso Wealth
Speaks English
Burnaby North
Josie Young, Vancity

Josie Young (she/her)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East, Vancouver Westside, Vancouver Kitsilano
Joy Wang, Vancity

Joy Wang (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and Mandarin
Richmond
Judy Yang, Vancity

Judy Yang (she/her)

Wealth Planner, RIS, PFP®
Vancity / Aviso Wealth
Speaks English, Mandarin and Taiwanese Hokkien
Coquitlam
Kalev Vesik, Vancity

Kalev Vesik (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Estonian
North Vancouver, Vancouver East
Katherine Guan, Vancity

Katherine Guan (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English and Mandarin
Vancouver
Keith Blackburn-Handel, Vancity

Keith Blackburn-Handel (he/him)

Wealth Planner
Vancity / Aviso Wealth
Speaks English
Vancouver
Kshitiz Sogani, Vancity

Kshitiz Sogani

Wealth Planner, RIS, PFP®, CIM®
Vancity / Aviso Wealth
Speaks English and Hindi
Abbotsford, Mission, Chilliwack
Letty Chan, Vancity

Letty Chan (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English, Cantonese and Mandarin
Richmond
Mark Bromilow, Vancity

Mark Bromilow (he/him)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English
Pitt Meadows
Mark Costello, Vancity

Mark Costello (he/him)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Victoria
Mark Wu, Vancity

Mark Wu

Wealth Planner, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver Westside
Michael Learmonth, Vancity

Michael Learmonth (he/him)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Coquitlam, Burnaby North
Michael Wong, Vancity

Michael Wong (he/him)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East
Michael Zhang, Vancity

Michael Zhang (he/him)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and Mandarin
North Vancouver
Michaela Clarke, Vancity

Michaela Clarke (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English
Victoria
Nadeesha Udawatte, Vancity

Nadeesha Udawatte (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English
Langley
Navshin Dhanani, Vancity

Navshin Dhanani (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Delta, Tsawwassen, Surrey
Nazlin Sunderji, Vancity

Nazlin Sunderji (she/her)

Associate Portfolio Manager, RIS, PFP®
Vancity Investment Management
Speaks English
Burnaby South, New Westminster, Richmond, Delta, Vancouver Chinatown, Vancouver East, Vancouver South, Vancouver Westside, White Rock, Burnaby North, Vancouver Kitsilano, Surrey South
Nick Grychowski, Vancity

Nick Grychowski

Wealth Planner, CFP®, FMA®
Vancity / Aviso Wealth
Speaks English
Maple Ridge
Paolo Trentalance, Vancity

Paolo Trentalance (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Maple Ridge, Port Coquitlam
Patricia Echeverria, Vancity

Patricia Echeverria (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and Spanish
Coquitlam
Paul Brebber, Vancity

Paul Brebber

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Victoria
Pauline Picher, Vancity

Pauline Picher (she/her)

Wealth Advisor, RIS, CFP®, FCSI®, CPCA®, CIM®
Vancity / Aviso Wealth
Speaks English
Vancouver East
Peter D’Arcy, Vancity

Peter D’Arcy (he/him)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English
Burnaby North
Peter Hartley, Vancity

Peter Hartley (he/him)

Wealth Advisor, RIS, CIWM, PFP®, FCSI®
Vancity / Aviso Wealth
Speaks English
Vancouver Westside, Tsawwassen
Rafael Mendes, Vancity

Rafael Mendes

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Portuguese
Surrey South
Rakesh Mehta, Vancity

Rakesh Mehta

Portfolio Manager, CFA®, CFP®
Vancity Investment Management
Speaks English
Burnaby South, New Westminster, Surrey, Vancouver Westside, White Rock, Burnaby North, Delta, Surrey South
Razan Kanan, Vancity

Razan Kanan

Wealth Planner
Vancity / Aviso Wealth
Speaks English, Arabic and Armenian
Coquitlam
Romain Morize-Robb, Vancity

Romain Morize-Robb (he/him)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English and French
Coquitlam
Ryan Fung, Vancity

Ryan Fung

Wealth Planner, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East
Ryan Livingstone, Vancity

Ryan Livingstone (he/him)

Wealth Advisor, RIS, CFP®, CIM®
Vancity / Aviso Wealth
Speaks English
Victoria
Sabrina Pizzolato, Vancity

Sabrina Pizzolato (she/her)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Burnaby North, New Westminster
Sara Fong, Vancity

Sara Fong (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English, Mandarin and Cantonese
Vancouver East, Vancouver
Sarah Zhang, Vancity

Sarah Zhang (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English, Mandarin and Cantonese
Burnaby South
Shima Seyed Roghani, Vancity

Shima Seyed Roghani (she/her)

Wealth Advisor, RIS, PFP®
Vancity / Aviso Wealth
Speaks English and Farsi
Pitt Meadows, Mission
Sonny Nielsen, Vancity

Sonny Nielsen (he/him)

Wealth Advisor, RIS, MMCCU, CFP®, FMA®
Vancity / Aviso Wealth
Speaks English
Okanagan
Sophie Liu, Vancity

Sophie Liu (she/her)

Wealth Planner, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Mandarin
Vancouver East, Vancouver Chinatown, Richmond
Sophie Salcito, Vancity

Sophie Salcito (she/her)

Wealth Advisor, RIS, CFP®, CIM®
Vancity / Aviso Wealth
Speaks English
North Vancouver, Vancouver
Steve Woo, Vancity

Steve Woo (he/him)

Wealth Advisor, RIS, CFP®, CIM®
Vancity / Aviso Wealth
Speaks English, Mandarin and Cantonese
North Vancouver, Squamish
Sukhy Dhaliwal, Vancity

Sukhy Dhaliwal (he/him)

Wealth Advisor, RIS, CFP®
Vancity / Aviso Wealth
Speaks English and Punjabi
Langley
Tara Scollon, Vancity

Tara Scollon (she/her)

Wealth Planner, RIS
Vancity / Aviso Wealth
Speaks English
Maple Ridge
Thomas Hilario, Vancity

Thomas Hilario (he/him)

Wealth Advisor, RIS, CFP®, CIM®
Vancity / Aviso Wealth
Speaks English
North Vancouver, Vancouver Downtown, Vancouver
Tina Cheung, Vancity

Tina Cheung (she/her)

Wealth Advisor, RIS, CFP®, CPCA®
Vancity / Aviso Wealth
Speaks English and Cantonese
Burnaby South, Burnaby North
Trung Lu, Vancity

Trung Lu (he/him)

Wealth Advisor, CFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East
Veronica Ngai, Vancity

Veronica Ngai (she/her)

Wealth Planner, CFP®
Vancity / Aviso Wealth
Speaks English, Mandarin and Cantonese
Richmond
Vinay Kavlekar, Vancity

Vinay Kavlekar (he/him)

Wealth Planner, RIS, CFP®, CIM®, PFP®
Vancity / Aviso Wealth
Speaks English
Vancouver East
Yolanda Khoury, Vancity

Yolanda Khoury (she/her)

Wealth Planner
Vancity / Aviso Wealth
Speaks English
Victoria
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