Wealth Planning
Meet our Investment Advisors
Looking to invest beyond mutual funds and build a personalized financial plan? Come see an Investment Advisor.
We’re on your team
We’ll bring all parts of your financial life together, including investment, retirement, estate, and tax planning. Our Investment Advisors through Credential Securities are licensed to sell mutual funds, exchange-traded funds, stocks, bonds, and more.
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
Landmark
Brett Clark
Maple Ridge or Mission
Brian Elson
Grandview or South Granville
Paul Heinrichs
Sunwood Square
Mark Hepplewhite
Central City, Fleetwood or Surrey Centre
Nami Kim
Newton or White Rock
Geoff Pomper
Burquitlam or New Westminster
Robby Rasoda
Cloverdale and Langley
Sarb Sangha
Sunwood Square
Tammy Thiesen
Burquitlam
Charlene Wallis
Fraser Valley
Chilliwack
Chad Chubaty
Sardis
Wade Rayner
Agassiz
Aquiles Rosales
Abbotsford or West Oaks
Marcus Van Reeuwyk
Okanagan
Mission Park, Penticton or Prospera Centre
Harsh Gajjar
Vernon
Charmaine White
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 Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.