Vancouver West 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…
Jocelyn Dinglasan, CFP, FMA
Wealth Planner
Vancity/Credential Asset Management
Vancouver West, Richmond
Phone 604.877.8462
jocelyn_dinglasan@vancity.com
Mark Wu, CFP
Wealth Planner
Vancity/Credential Asset Management
Vancouver West
Phone 604.360.1627
mark_wu@vancity.com
Jeanette Jow, CFP, RIS, BBA
Wealth Planner
Vancity/Credential Asset Management
Vancouver South, Vancouver West
Phone 236.788.1104
Jeanette_Jow@vancity.com
Nancy Lai, PFP, RIS
Wealth Planner
Vancity/Credential Securities
Vancouver South
Phone 778.628.8910
nancy_lai@vancity.com
Peter Hartley, BA (Econ.), PFP, FMA, CIWM
Wealth Advisor
Vancity/Credential Securities
Tsawwassen, Vancouver West
Phone 604.709.5838
peter_hartley@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
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
Josie Young, BA, CFP
Wealth Advisor
Vancity/Credential Securities
Vancouver East, Vancouver West, Vancouver Kitsilano
Phone 604.709.5834
josie_young@vancity.com
Kenny Lu, CFP, RIS
Vancity/Credential Securities
Vancouver East, Vancouver West, Vancouver Kitsilano
Phone 604.360.4593
kenny_lu@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.