Meet an Advisor Near You
We’re proud of the fact that every Investment Advisor and Wealth Management Specialist on our team 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
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
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
Mutual Funds Repsentative, Qtrade Asset Management
Surrey Centre Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Surrey Centre 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
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Langley
Francisco Dias
CFP®, CLU, RRC, BA. Econ
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Langley Branch
✉ fdias@prospera.ca • ☎ 604-953-3812
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Langley Branch
✉ fdias@prospera.ca • ☎ 604-953-3812
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Abbotsford
Tina Gustafson
CFP®, RRC, EPC
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Abbotsford Branch
✉ tgustafson@prospera.ca • ☎ 604-870-3511
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Abbotsford Branch
✉ tgustafson@prospera.ca • ☎ 604-870-3511
Shaun Ludwar
CFP®, CPCA, EPC, RRC
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Clearbrook or West Oaks Branch
✉ sludwar@prospera.ca • ☎ 604-870-3482
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Clearbrook or West Oaks Branch
✉ sludwar@prospera.ca • ☎ 604-870-3482
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Mission
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Chilliwack
Pearl Lemauviel
CPCA, CFP®
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Chilliwack Branch
✉ plemauviel@prospera.ca • ☎ 604-824-4370
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Chilliwack Branch
✉ plemauviel@prospera.ca • ☎ 604-824-4370
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
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
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
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Okanagan
Charmaine White
CFP®
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Vernon Branch
✉ cwhite@prospera.ca • ☎ 250-541-7410
Investment Advisor, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
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 or Penticton Branch
✉ jolensky@prospera.ca • ☎ 250-979-6413
Wealth Management Specialist, Prospera
Mutual Funds Repsentative, Qtrade Asset Management
Kelowna Mission Park or Penticton Branch
✉ jolensky@prospera.ca • ☎ 250-979-6413
Bryan Ference
CLU, CHS, EPC
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
Family & Business Insurance Specialist
Available in all regions
✉ bference@prospera.ca • ☎ 604-864-6515
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.