Meet an Advisor Near You
We’re proud of the fact that every branch has access to an Investment Advisor or Wealth Management Specialist that holds their Certified Financial Planner (CFP®) designation. What you can expect from a CFP professional:
Advisors by Region
- Investment, insurance and financial planning advice
- Advice tailored to meet the needs of you, your family, and business
- A little planning goes a long way. Protect your future by meeting with our insurance specialist.
- Meetings wherever, and whenever, is convenient for you
- Quick and easy
- Business and personal products to protect what’s most important to you
Advisors by Region
Vancouver
Paul Heinrichs
CFP®, BBA, CIM, FCSI
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Surrey
Paul Heinrichs
CFP®, BBA, CIM, FCSI
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Nami Kim
CFP®, CLU, CPCA, B. Comm
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Surrey Centre Branch or Langley Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Surrey Centre Branch or Langley Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Sarb Sangha
CFP®, EPC
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Fleetwood Branch
✉ ssangha@prospera.ca • ☎ 604-953-2505
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Fleetwood Branch
✉ ssangha@prospera.ca • ☎ 604-953-2505
Langley
Nami Kim
CFP®, CLU, CPCA, B. Comm
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Langley Branch or Surrey Centre Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Langley Branch or Surrey Centre Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Abbotsford
Marcus Van Reeuwyk
CFP®, CIM
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Abbotsford Branch or West Oaks Branch
✉ mvanreeuwyk@prospera.ca • ☎ 604-870-3517
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Abbotsford Branch or West Oaks Branch
✉ mvanreeuwyk@prospera.ca • ☎ 604-870-3517
Mission
Gary Menzies
CFP®, CPCA
Wealth Management Specialist, Prospera
Mutual Funds Representative, Qtrade Asset Management
Mission Branch
✉ gmenzies@prospera.ca • ☎ 604-851-8843
Wealth Management Specialist, Prospera
Mutual Funds Representative, Qtrade Asset Management
Mission Branch
✉ gmenzies@prospera.ca • ☎ 604-851-8843
Chilliwack
Wade Rayner
CFP®
Wealth Management Specialist
Mutual Funds Repsentative, Qtrade Asset Management
Sardis Branch
✉ wrayner@prospera.ca • ☎ 604-824-4377
Wealth Management Specialist
Mutual Funds Repsentative, Qtrade Asset Management
Sardis Branch
✉ wrayner@prospera.ca • ☎ 604-824-4377
Chad Chubaty
PFP, FMA
Wealth Management Specialist
Mutual Funds Repsentative, Qtrade Asset Management
Chilliwack Branch
✉ cchubaty@prospera.ca • ☎ 604-701-1394
Wealth Management Specialist
Mutual Funds Repsentative, Qtrade Asset Management
Chilliwack Branch
✉ cchubaty@prospera.ca • ☎ 604-701-1394
Agassiz
Tammy Jones
CFP®, RRC
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Agassiz Branch
✉ tjones@prospera.ca • ☎ 604-796-4265
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Agassiz Branch
✉ tjones@prospera.ca • ☎ 604-796-4265
Okanagan
Charmaine White
CFP®
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Vernon Branch
✉ cwhite@prospera.ca • ☎ 250-541-7410
Investment Advisor, Prospera
Credential Qtrade Securities Inc.
Vernon Branch
✉ cwhite@prospera.ca • ☎ 250-541-7410
Jeff Olensky
CFP®, CGA, B.Comm (Hons.)
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Kelowna Mission Park Branch or Penticton Branch
✉ jolensky@prospera.ca • ☎ 250-470-8620
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Kelowna Mission Park Branch or Penticton Branch
✉ jolensky@prospera.ca • ☎ 250-470-8620
Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc.
Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.