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Grow your wealth with our wealth advisors and investment specialists.
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:
Make a plan to budget and manage your debt.
Tax planning
Grow wealth with investments.
Legacy and estate planning
Protect wealth with insurance.
Investment management
Pay less tax with a tax plan.
Financial risk management assessments
Create a plan for a comfortable retirement.
Retirement and goal planning
 

Lower Mainland

 
New Westminster

David Badley

Aviso Wealth
Investment Advisor
Contact:

david.badley@prospera.ca
Direct: 604 523 7929

Maple Ridge or Mission

Adam Cawker

Aviso Wealth
Investment Advisor
Contact:

adam.cawker@prospera.ca
Direct: 604 549 2508

New Westminster

Brett Clark

Aviso Wealth
Investment Advisor
Contact:

brett.clark@prospera.ca
Direct: 236 305 0283

Maple Ridge or Mission

Brian Elson

Aviso Wealth
Investment Advisor
Contact:

brian.elson@prospera.ca
Direct: 604 250 8993

Landmark (Maple Ridge)

Craig Fewer

Aviso Wealth
Investment Advisor
Contact:

craig.fewer@prospera.ca
Direct: 604 549 2665

Grandview (Surrey) or South Granville

Paul Heinrichs

Aviso Wealth
Investment Advisor
Contact:

paul.heinrichs@prospera.ca
Direct: 604 953 3764

Sunwood Square (Coquitlam)

Mark Hepplewhite

Aviso Wealth
Investment Advisor
Contact:

mark.hepplewhite@prospera.ca
Direct: 604 549 2466

Central City (Surrey) or Fleetwood

Nami Kim

Aviso Wealth
Investment Advisor
Contact:

nami.kim@prospera.ca
Direct: 604 930 7505

Newton or White Rock

Geoff Pomper

Aviso Wealth
Investment Advisor
Contact:

geoff.pomper@prospera.ca
Direct: 604 549 2426

Burquitlam

Robby Rasoda

Aviso Wealth
Investment Advisor
Contact:

robby.rasoda@prospera.ca
Direct: 604 523 7906

Cloverdale or Langley

Sarb Sangha

Aviso Wealth
Investment Advisor
Contact:

sarb.sangha@prospera.ca
Direct: 604 834 4357

Burquitlam

Ron Sedlic

Aviso Wealth
Investment Advisor
Contact:

ron.sedlic@prospera.ca
Direct: 236 305 7355

Sunwood Square (Coquitlam)

Tammy Thiesen

Aviso Wealth
Investment Advisor
Contact:

tammy.thiesen@prospera.ca
Direct: 604 549 2612

How to reach us

Call our Member Service Centre

Toll free
1 888 440 4480

Monday to Friday
8 am - 8 pm

Saturday 9 am - 5 pm

Contact tech support
Send us an email
Mutual funds and other securities are offered through Aviso Wealth, a division of Aviso Financial Inc.