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 Kerrisdale branch teams.

Alex McEachern, B.Comm. (Hons), PFP, CIM

Senior Wealth Advisor, Financial Planner

Phone Number604-665-0968 | Email me | Visit Website

Andrew Johnson, CIM, CFP

Senior Investment Advisor

Phone Number604-665-8900 | Email me | Visit Website

Andrew Davidson

Senior Investment Advisor

Phone Number604-665-5165 | Email me | Visit Website

Bensimhon Private Wealth 

Phone Number604-665-0509 | Email me | Visit Website

Bob Costigan

Investment Advisor

Phone Number604-235-8225 | Email me | Visit Website

Bonny Leong, CIM, FCSI

Senior Portfolio Manager & Wealth Advisor

Phone Number604-665-0687 | Email me | Visit Website

Charlotte Morariu, CFP, PFP

Investment Advisor and Financial Planner

Phone Number604-665-5285 | Email me | Visit Website

Darice Huang

Investment Advisor & Financial Planner

Phone Number604-665-0619 | Email me | Visit Website

Greg Southgate

Senior Investment Advisor

Phone Number604-665-8116 | Email me | Visit Website

Jason Dong, FCSI, CIWM, CIM, M.Eng.

Senior Wealth Advisor

Phone Number604-665-0676 | Email me | Visit Website

Julie Massender, CFP

Investment Advisor & Financial Planner

Phone Number604-665-0665 | Email me | Visit Website

Louis Cote, PFP, BBA

Investment Advisor & Financial Planner

Phone Number604-665-0659 | Email me | Visit Website

Louise Shum, CFA, CFP

Senior Portfolio Manager & Wealth Advisor

Phone Number604-665-8503 | Email me | Visit Website

Peter Wang, BBA, MBA, CIM, PFP, FCSI

Portfolio Manager & Wealth Advisor, Financial Planner

Phone Number778-327-9996 | Email me | Visit Website

Ray MacDonald

Senior Portfolio Manager

Phone Number604-257-7355 | Email me | Visit Website

S.P. Wong Wealth 

Visit Website

Sheila Whitehead, MBA

Senior Portfolio Manager & Wealth Advisor

Phone Number604-535-3888 | Email me | Visit Website

Thomas Penner, FCSI, CFP®, CIM

Investment Advisor

Phone Number604-665-5250 | Email me | Visit Website

Wen Fan

Investment Advisor

Phone Number604-665-0319 | Email me | Visit Website
 

Let us connect you with an advisor today!

 

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