Vancouver East 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…


Angel Hsu, BA (Econ.)

Angel Hsu, BA (Econ.)
Wealth Planner
Vancity/Credential Asset Management
Vancouver East, Vancouver South
Phone 604.877.8478
angel_hsu@vancity.com

Pauline Picher, CFP, CIM, CPCA, RIS, FCSI

Pauline Picher, CFP, CIM, CPCA, RIS, FCSI
Wealth Advisor
Vancity/Credential Securities
Vancouver East
Phone 778.239.0328
pauline_picher@vancity.com

Vinay Kavlekar

Vinay Kavlekar
Wealth Planner
Vancity/Credential Asset Management
Vancouver Downtown, Vancouver East
Phone 604.877.6589
vinay_kavlekar@vancity.com

Michael Wong, CFP

Michael Wong, CFP
Wealth Advisor
Vancity / Credential Securities
Vancouver East
Phone 604.360.4518
Michael_Wong@vancity.com

Ryan Fung, CFP

Ryan Fung, CFP
Wealth Planner
Vancity/Credential Asset Management
Vancouver East
Phone 236.558.4278
ryan_fung@vancity.com

Dan Wang

Dan Wang, BA, CFP, RIS
Wealth Planner
Vancity/Credential Asset Management
Vancouver Chinatown, Vancouver East
Phone 604.709.6982
dan_wang@vancity.com

Sophie Liu, CFP, RIS

Sophie Liu, CFP, RIS
Wealth Planner
Vancity/Credential Asset Management
Vancouver East
Phone 236.880.1095
sophie_liu@vancity.com

Dianna Niu, CFP, RIS, BA

Dianna Niu, CFP, RIS, BA
Wealth Planner
Vancity/Credential Asset Management
Vancouver East
Phone 236.558.5765
dianna_niu@vancity.com

Sara Fong

Sara Fong
Wealth Planner
Vancity/Credential Asset Management
Vancouver Chinatown/Vancouver East
Phone 604.709.6981
sara_fong@vancity.com

Louis Ha

Louis Ha
Wealth Planner
Vancity/Credential Asset Management
Vancouver East
Phone 604.506.2392
louis_ha@vancity.com

John Kha, CFP, PFP, B.Comm

John Kha, CFP, PFP, B.Comm
Wealth Advisor
Vancity/Credential Securities
Burnaby North, Vancouver East
Phone 604.360.2206
john_kha@vancity.com

Josie Young, BA, CFP

Josie Young, BA, CFP
Wealth Advisor
Vancity/Credential Securities
Vancouver East, Vancouver West, Vancouver Kitsilano
Phone 604.709.5834
josie_young@vancity.com

Trung Lu, CFP

Trung Lu, CFP
Wealth Advisor
Vancity/Credential Securities
Vancouver Downtown, Vancouver East
Phone 778.389.8897
trung_lu@vancity.com

Nazlin Sunderji, BA (Econ), PFP, RIS

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

Jordan Hopper, CFP

Jordan Hopper, CFA, CFP
Portfolio Manager
Vancity Investment Management
Vancouver East, Vancouver West, Vancouver South, Vancouver Fairview, Vancouver Kitsilano, Richmond
Phone 236.833.1918
jordan_hopper@vancity.com

Kalev Vesik, CFP, RIS, BBA

Kalev Vesik, CFP, RIS, BBA
Wealth Advisor
Vancity/Credential Securities
North Shore, Vancouver East
Phone 236.886.5034
kalev_vesik@vancity.com

Pamela MacLean

Pamela MacLean
Wealth Advisor
Vancity/Credential Securities
Vancouver East, Vancouver South, Vancouver Kitsilano
Phone 604.351.5228
pamela_macLean@vancity.com

Kenny Lu, CFP, RIS

Kenny Lu, CFP, RIS
Wealth Advisor
Vancity/Credential Securities
Vancouver East, Vancouver West, Vancouver Kitsilano
Phone 604.360.4593
kenny_lu@vancity.com

Nadjy Nackna, CFA, CFP, FCSI, FLMI

Nadjy Nackna, CFA, CFP, FCSI, FLMI
Portfolio Manager
Vancity Investment Management (VCIM)
Abbortsford, Chilliwack, Mission
Phone 236-333-4189
nadjy_nackna@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.

 

Next steps

For any inquiries that are not Mutual Funds related, please contact
604.877.7000

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604.829.5560