Wealth Planning
Meet our Investment Advisors
Looking to invest beyond mutual funds and build a personalized financial plan? Come see an Investment Advisor.
What’s it like to work with an Investment Advisor?
Our Investment Advisors will ask you a lot of questions. It’s not because they’re being nosy. They just want to understand where you are now and where you want to be in the future so they can create a roadmap to get you from here to there. It’s a two-sided conversation, though – ask as many questions as you want, too!How can our wealth planning services help you?
Think of us as the employee you don't have to pay. We're committed to supporting your financial journey with relevant, forward-thinking recommendations. Get us working for you to help grow your wealth:
Tax planning
Legacy and estate planning
Investment management
Financial risk management assessments
Retirement and goal planning
Lower Mainland
New Westminster
David Badley
Maple Ridge or Mission
Adam Cawker
New Westminster
Brett Clark
Maple Ridge or Mission
Brian Elson
Landmark (Maple Ridge)
Craig Fewer
Grandview (Surrey) or South Granville
Paul Heinrichs
Sunwood Square (Coquitlam)
Mark Hepplewhite
Central City (Surrey) or Fleetwood
Nami Kim
Metrotown (Burnaby), South Granville or River District (Vancouver)
Kenny Lu
Newton or White Rock
Geoff Pomper
Burquitlam
Robby Rasoda
Cloverdale or Langley
Sarb Sangha
Burquitlam
Ron Sedlic
Sunwood Square (Coquitlam)
Tammy Thiesen
How to reach us
Call our Member Service Centre
Contact tech support
Available 24/7
1 888 884 4430
Send a support email
Send us an email
Meet online or in person
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.