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Meet an Advisor Near You

Every branch has access to an Investment Advisor or Wealth Management Specialist that holds their Certified Financial Planner (CFP®) designation.

Registered Savings Plans | Prospera

What you can expect from a CFP professional:

  • 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




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




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




Sarb Sangha CFP®, EPC

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.

Surrey Centre Branch or Langley 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




Chilliwack

Wade Rayner CFP®

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




Agassiz

Tammy Jones CFP®, RRC

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




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




Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth 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.