Find an investment professional.

Choose a specific investment professional from this list or choose by appointment type to book an appointment with the next available specialist.

Find a investment specialist by

Abir Zouieni

Abir Zouieni, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Arabic

Adrian Chuo

Adrian Chuo

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Adrianna St. Denis

Adrianna St. Denis(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Alex Chima

Alex Chima(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Angel Hsu

Angel Hsu(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Mandarin

Anna Dai

Anna Dai, RIS, CFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Mandarin

Annie Kuan

Annie Kuan, RIS, CFP®, PFP®

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Mandarin

Armaghan Keshmiri

Armaghan Keshmiri, RIS, PFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Farsi

Avnit Sachar

Avnit Sachar, RIS(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Punjabi and Hindi

Ayaz Sunderji

Ayaz Sunderji, RIS, CFP®, FMA®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Ben Holt

Ben Holt, CFP®, CIM®, RIS

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and French

Brendan Gallagher

Brendan Gallagher, RIS, CFP®, CIM®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Carolyn Liu

Carolyn Liu(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Mandarin

Cha Young Lee

Cha Young Lee, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Chris Wright

Chris Wright, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Christian Halim

Christian Halim, CFA®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Claire Yu

Claire Yu

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Dan Wang

Dan Wang, RIS, CFP®(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Mandarin

Diana Powell

Diana Powell, FMA®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Dianna Niu

Dianna Niu, RIS, CFP®(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Elena QI

Elena QI, RIS(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Mandarin and Cantonese

Eli Tam

Eli Tam(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Mandarin and Cantonese

Elise Gregg

Elise Gregg, RIS, CFP®, CIM®(she/her)

Associate Portfolio Manager

Vancity Investment Management

Speaks English

Eren Olgun

Eren Olgun, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Turkish

Eryka Fain-Sonya

Eryka Fain-Sonya, RIS(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Fred Chalut

Fred Chalut, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Gaurav Ahuja

Gaurav Ahuja, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Hindi and Punjabi

Gianni Tessarolo

Gianni Tessarolo, RIS, PFP®

Portfolio Manager

Vancity Investment Management

Speaks English

Glavin Fernandes

Glavin Fernandes(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Hindi

Goga Vlajnic

Goga Vlajnic, CFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Guy Wildeman

Guy Wildeman, CFA®

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Hafiza Khidri

Hafiza Khidri, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Harnoor Singh Sidhu

Harnoor Singh Sidhu, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Cantonese, Hindi and Punjabi

Harpinder Grewal

Harpinder Grewal, RIS, PFP®

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Harry Singh

Harry Singh, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Jason Kuramoto

Jason Kuramoto, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Jasonk Lee

Jasonk Lee, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Jennifer Ahn

Jennifer Ahn, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Jeremi Balasadas

Jeremi Balasadas, QAFP™, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Tagalog

Joann Villajin

Joann Villajin, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Tagalog

Joao Vitor Duz Batista

Joao Vitor Duz Batista

Wealth Planner

Vancity / Aviso Wealth

Speaks Portuguese

John Kha

John Kha, RIS, CFP®, PFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

John Vermeulen

John Vermeulen, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Jordan Hopper

Jordan Hopper, CFP®, CFA®(he/him)

Portfolio Manager

Vancity Investment Management

Speaks English

Joseph Tassone

Joseph Tassone(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Joshua Chu

Joshua Chu, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Josie Young

Josie Young, CFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Kacy Chen

Kacy Chen, CFA®, CFP®, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks Mandarin

Kalev Vesik

Kalev Vesik, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Estonian

Kshitiz Sogani

Kshitiz Sogani, RIS, PFP®, CIM®

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Hindi

La Sim

La Sim, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Letty Chan

Letty Chan(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Cantonese and Mandarin

Lindsay Betteridge

Lindsay Betteridge, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Maedeh Dallal Sharifi

Maedeh Dallal Sharifi

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Farsi

Marcus Chan

Marcus Chan, PFP®(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Cantonese

Mark Bromilow

Mark Bromilow, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Mark Costello

Mark Costello, RIS, CFP®, CIM®(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Michael Learmonth

Michael Learmonth, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Michael Wong

Michael Wong, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Mohammad Seyrafi

Mohammad Seyrafi

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Nadeesha Udawatte

Nadeesha Udawatte(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Navshin Dhanani

Navshin Dhanani, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Nazlin Sunderji

Nazlin Sunderji, RIS, PFP®(she/her)

Portfolio Manager

Vancity Investment Management

Speaks English

  • Burnaby South, New Westminster, Richmond, Delta, Vancouver Chinatown, Vancouver East, Vancouver South, Vancouver Westside, White Rock, Burnaby North, Vancouver Kitsilano, Surrey South
  • (604) 351-6739
  • nazlin_sunderji@vancity.com
Paolo Trentalance

Paolo Trentalance, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Paul Brebber

Paul Brebber, RIS, CFP®

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Pauline Picher

Pauline Picher, RIS, CFP®, FCSI®, CPCA®, CIM®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Peter D’Arcy

Peter D’Arcy, RIS, CFP®(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Peter Hartley

Peter Hartley, RIS, CIWM, PFP®, FCSI®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Rakesh Mehta

Rakesh Mehta, CFA®, CFP®

Portfolio Manager

Vancity Investment Management

Speaks English

Razan Kanan

Razan Kanan

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Arabic and Armenian

Romain Morize-Robb

Romain Morize-Robb, RIS(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English and French

Ryan Fung

Ryan Fung, CFP®

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Ryan Livingstone

Ryan Livingstone, RIS, CFP®, CIM®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Sabrina Pizzolato

Sabrina Pizzolato, CFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Santosh Rajan

Santosh Rajan, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Hindi

Sarah Zhang

Sarah Zhang(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Mandarin and Cantonese

Selina Liang

Selina Liang, PFP®, RIS(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Sheng Bo Xie

Sheng Bo Xie(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Cantonese and Mandarin

Shima Seyed Roghani

Shima Seyed Roghani, RIS, PFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Farsi

Sonny Nielsen

Sonny Nielsen, RIS, MMCCU, CFP®, FMA®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Sophie Liu

Sophie Liu, RIS, CFP®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Mandarin

Sophie Salcito

Sophie Salcito, RIS, CFP®, CIM®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Steve Woo

Steve Woo, RIS, CFP®, CIM®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English, Mandarin and Cantonese

Sukhy Dhaliwal

Sukhy Dhaliwal, RIS, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Punjabi

Sumiya Akter

Sumiya Akter

Wealth Planner

Vancity / Aviso Wealth

Speaks English and Hindi

Tamarynn Cooke

Tamarynn Cooke, PFP®, RIS

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Tara Scollon

Tara Scollon, RIS(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Thomas Hilario

Thomas Hilario, RIS, CFP®, CIM®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Tina Cheung

Tina Cheung, RIS, CFP®, CPCA®(she/her)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English and Cantonese

Trung Lu

Trung Lu, CFP®(he/him)

Wealth Advisor

Vancity / Aviso Wealth

Speaks English

Veronica Ngai

Veronica Ngai, CFP®(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English, Mandarin and Cantonese

Vinay Kavlekar

Vinay Kavlekar, RIS, CFP®, CIM®, PFP®(he/him)

Wealth Planner

Vancity / Aviso Wealth

Speaks English

Yolanda Khoury

Yolanda Khoury(she/her)

Wealth Planner

Vancity / Aviso Wealth

Speaks English