Sandra Nass, CFP, CIM, R.F.P.

Vice-President, Portfolio Manager, Wealth Advisor, Financial Planner

604-718-3111 | Email me

Sandra has 30 years experience in the Financial Industry. Born and raised in Richmond BC, Sandra entered the financial services industry in 1987. In 2000, Sandra joined RBC Dominion Securities, was appointed Vice-President in 2010. Sandra achieved the Chartered Investment Manager (CIM®) designation and is among the select advisors licensed to provide discretionary investment advice. A member of FPSC, IAFP, and FEA. In addition Sandra has been a member of the Executive and Directors councils of RBC Dominion Securities.

Sandra has earned the accreditation of Chartered Investment Manager to provide her clients with the most sophisticated investment solutions via discretionary client portfolio management. Sandra is passionate about actively managing her clients' investment portfolios and pays particular attention to managing risk. Having developed the Lifestyle Solutions Program which allows clients to focus on their lifestyle and allow the Nass Wealth Management team to manage their financial wealth for peace of mind in knowing their objectives are being managed and monitored for results. Her extensive experience in working with business owners has acquainted Sandra with the many risks these entrepreneurs take in their business operations – this is a key consideration in the development of their personal wealth strategies.

Sandra acquired the professional and internationally-recognized financial planning designations of RFP and CFP in 1997, and served as President of the B.C. Chapter of the Canadian Association of Financial Planners (CAFP) in 2001 and 2002. She then held the role of Co-Chair, Chapter Advisory Council for Advocis (previously CAFP) until November 2004. Her volunteer work then moved to help her children's sports and she served on the Board of Directors for Richmond Minor Hockey and Delta Islanders Jr A Lacrosse Club. Now that the kids are grown adults, Sandra is currently involved with Junior Achievement  as an instructor. She dedicates her current volunteer efforts to helping high school students learn about the financial system, and investing to help them prepare for a successful financial future.

Sandra is committed to ongoing professional development in order to provide a superior level of service to her clients, helping them achieve a greater sense of financial security and peace of mind.

Jake Carey

Wealth Associate

604-257-7012 | Email me

Jake has recently joined our team in the role of Wealth Management Associate. Having worked with RBC Dominion Securities since 2018, he has obtained a Bachelor of Science in Economics and Finance from the University of Victoria in 2017 and completed the Canadian Securities Course shortly thereafter. Academics have remained a core part of Jake’s life and he has been continuing to pursue designations and certificates, currently taking the necessary courses to achieve the title of Certified Financial Planner.

Jake assists Sandra in the development and monitoring of our wealth plans and the strategies we deploy within those plans to ensure our clients remain on target with their personal financial goals and objectives.

Growing up in South Surrey, he has always been a part of several highly competitive lacrosse teams and continues to play, knowing what it takes to be a part of a team that excels and thrives in a dynamic environment. Outside the office, you can find Jake either skiing in the winter or playing golf in the summer.

Joanne Chng, CFA

Associate Wealth & Investment Advisor

604-257-7140 | Email me

Joanne, our team's Client Relationship Manager and head trader. Joanne is committed to ensuring that the Client experience is a first priority which includes making sure their ongoing needs are met to manage a smooth implementation and ongoing monitor of their financial roadmaps. In addition, as a CFA charterholder, Joanne works with Sandra in the daily monitoring and evaluation of the team's investment strategies and the implementation of the trades to meet the ongoing investment strategies.

Joanne joined the Nass Wealth Management team in 2010 and has been with RBC Dominion Securities since 1999. She holds a Bachelor of Science from the University of BC and in 2011, attained the Chartered Financial Analyst (CFA) designation; the most respected and recognized credential in the investment industry.

Joanne is happy to assist clients with account-related queries and is widely-applauded by clients for her ability to consistently provide superior client service.

Penny Yuan

Client Experience Associate

604-665-0684 | Email me

Penny, our teams' Chief of Operations, is committed to ensuring the day to day function of the Nass Wealth Management practice puts clients first. Penny has been with the team since 2003. She worked in the customer assistance department at RBC Royal Bank prior to joining RBC Dominion Securities in 2002.

Penny has completed her Canadian Securities Course and assists the team in all administrative matters. She has a keen attention to detail and works closely with clients to execute on account documentation, transfers, funds transfers and general client requests. Penny is fluent in English, Cantonese and Mandarin.

Outside of the office, Penny enjoys spending time with her family. Among her favourite things to do are travel and window-shopping.

Winnie Fong

Associate Advisor

604-257-7089 | Email me

Winnie holds a Bachelor of Business Administration from Simon Fraser University and has over 10 years of experience in the financial services industry. She worked at well-known investment firms in both Vancouver and Toronto before joining RBC Dominion Securities in 2010.

Winnie assists Penny in the administration all account operations including account documentation, internal and external transfers and bank wires. Winnie also assists Joanne in the execution of trades required to ensure portfolio strategies are maintained. Her exemplary attention to detail ensures that all account activities are completed both accurately and in a timely manner. Winnie is fluent in both English and Cantonese.


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Our office address is:

450 S.W. Marine Drive, 16th Floor,  Vancouver B.C. V5X 0C3  
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Direction to our office:  by Skytrain   /   by Driving
 


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