Surrey / North Delta wealth management professionals
Whether you're beginning to save, buying your first home, paying for your child's education, receiving an inheritance, planning for or enjoying retirement, our wealth management professionals will help you make the right choices.
Find a wealth management professional…
Navshin Dhanani, BBA, CFP, RIS
Wealth Advisor
Vancity/Credential Securities
Surrey / North Delta, Tsawwassen
Phone 236.668.5821
navshin_dhanani@vancity.com
Harpinder Grewal, BBA, PFP, RIS
Wealth Advisor
Vancity/Credential Securities
Surrey/North Delta, White Rock/
Phone 604.506.7413
Harpinder_Grewal@Vancity.com
Padma Kulkarni, RIS
Wealth Planner
Vancity/Credential Asset Management
Surrey/North Delta
Phone 236.668.3807
Padma_Kulkarni@vancity.com
Rakesh Mehta, CFA, CFP
Portfolio Manager
Vancity Investment Management
North Burnaby, South Burnaby, New Westminster, South Surrey, Surrey / North Delta, Vancouver West, White Rock
Phone 604.603.3656
rakesh_mehta@vancity.com
Nazlin Sunderji, BA (Econ), PFP, RIS
Associate Portfolio Manager
Vancity Investment Management
North Burnaby, South Burnaby, New Westminster, Richmond, South Surrey, Surrey / North Delta, Vancouver Chinatown, Vancouver East, Vancouver South, Vancouver Fairview, Vancouver Kitsilano, Vancouver West, White Rock
Phone 604.351.6739
nazlin_sunderji@vancity.com
IIROC Advisor Report
*Credential disclosure and mutual funds disclaimer.
*Mutual funds, other securities and securities related to financial planning services are offered through Credential Securities, a division of Credential Qtrade Securities Inc. Credential Securities is a registered mark owned by Aviso Wealth Inc.