Managing your wealth with utmost care

 

Your dedicated advisor team takes the time to learn about you, your family, and your business so they can best serve your specific needs, goals, and circumstances. Get to know the Burnaby branch teams.

Claudia DeSimone

Investment Advisor

Phone Number604-717-2361 | Email me | Visit Website

David Jaager, BA, CIM, FCSI

Senior Investment Advisor

Phone Number604-257-7405 | Email me | Visit Website

Elsa Liu, CFP

Investment Advisor & Financial Planner

Phone Number604-257-7436 | Email me | Visit Website

Francis Afonso

Investment Advisor

Phone Number604-981-2373 | Email me | Visit Website

Hameet Dhillon, CFA, CFP

Investment Advisor & Financial Planner

Phone Number778-330-2019 | Email me | Visit Website

Joe Lee, PFP

Investment Advisor & Financial Planner

Phone Number778-284-2511 | Email me | Visit Website

Jollie L. Minhas, BA, FCSI

Portfolio Manager & Wealth Advisor

Phone Number604-257-7457 | Email me | Visit Website

Kevin Lian, CFP, CIWM, BA (Econ)

Investment & Wealth Advisor

Phone Number604-257-7473 | Email me | Visit Website

Leo Leung, CMT, CIM, FCSI

Investment Advisor

Phone Number604-257-7442 | Email me | Visit Website

Liam Wong Wealth Management Group 

Phone Number604-257-7154 | Email me | Visit Website

Prabhjot (Prab) Wong

Investment Advisor

Phone Number604-306-7093 | Email me | Visit Website

Singh Wealth Management Group 

Phone Number778-284-4218 | Email me | Visit Website

Steve Osachoff Wealth Management 

Phone Number1-866-876-8973 | Visit Website

Tahir Amlani, CPA, CFP, TEP, MPAcc

Investment & Wealth Advisor

Phone Number604-665-8734 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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