|
|
 |
Welcome to the Richmond Branch Website - Meet our Investment Advisors
 Alan Rae Wealth Management Team | (604) 665-0666
One of the leading Wealth Managers in Richmond, Alan and his team provide an all-encompassing array of services to help you achieve your wealth management objectives. The Alan Rae Wealth Management Process begins with a qualified financial plan, leading to a comprehensive will and estate review with the Team's will and estate lawyer, and then onto a thorough insurance review to help enhance the value of your estate. These steps are taken to ensure that they are fully informed of your needs when constructing your investment portfolio. Alan will always have experts at the table to make certain your very needs are addressed to the fullest extent. Relationships. Trust. Comfort. Three words that best describe the service Alan and his team provide. For more information, please visit their website: http://www.alanrae.com/. |
The Nass Investment Team | (604) 718-3111
Sandra Nass and her associate Karen Johnson are both fully licensed advisors and have achieved the internationally recognized Certified Financial Planner (CFP) designation. They strive to create lifelong client relationships built on trust, confidence and integrity by successfully executing and monitoring wealth creation strategies that consistently deliver value and make it possible for investors to achieve financial security and peace of mind.
For more information, please visit http://www.sandranass.com/. |
The Jaffe Wealth Management Group | (604) 665-0677
Bill and Joanne Chng cater exclusively to a select number of affluent families looking to preserve and grow their wealth. Both Bill and Joanne are Fellows of the Canadian Securities Institute and are among the most highly qualified and experienced professionals in the industry. They design and implement financial plans in a holistic manner, enlisting discretionary investment managers for clients who need the additional assistance.
For more information, please visit http://www.billjaffe.com/. |
Charlie Chan | (604) 718-3109
Charlie and his associate Claire Wang, provide a full range of financial services to help clients achieve their wealth management objectives. In addition to assisting clients with strategies for portfolio management and tax minimization, they offer guidance in such areas as insurance solutions, retirement and estate planning. Through competency, integrity and due diligence, they strive to build sound and lasting relationships with clients. Charlie is a Certified Financial Planner.
For more information, please visit http://dir.rbcinvestments.com/charlie.chan |
|
The Bing Chan Wealth Management Team | (604) 665-8103
As a Portfolio Manager, Bing Chan is a personal CFO to her clients. Together with her associate Leanne Poon, they cater to entrepreneurs, professionals and retirees who appreciate having a proactive team that can manage their wealth on a discretionary basis as well as provide tax, insurance, intergenerational wealth transfer and estate planning guidance. Fluent in English, Cantonese and basic Mandarin, Bing is a Fellow of Canadian Securities Institute and a Certified Financial Planner. For more information, please visit http://www.bingchan.com/.
|
Richard Rand | (604) 665-8117
Richard has 18 years of financial industry experience. Raised in Richmond, he continues to have strong ties to the community in which he still lives. Focused on developing and implementing comprehensive financial plans, he assists his clients manage generational wealth in a focused, disciplined and strategic way. Please visit his web site: http://www.richardrand.com/. |
|
Kam Sahota Wealth Management Team| (604) 718-3124
Kam and her associate Elisa Lok, are dedicated to guiding you through each stage of your life with personalized financial planning. We start by taking the time to understand and prioritize your personal needs, then we develop a comprehensive financial and investment plan to accomplish your goals and dreams. Kam has achieved her highly respected Certified Financial Planners designation and is fluent in both Punjabi and English, we hope to help you and your family. Please visit our website at http://www.kamsahota.com/.
|
Noël Philippot | (604) 257-7693
A fully licensed Investment Advisor, Noël is dedicated to enhancing the financial well-being of a very select group of individuals and families. Noël’s clients benefit from an ongoing wealth management process that involves tax minimization, Will and estate planning, and financial planning to ensure a customized investment strategy tailored to their needs.
For more information, please visit http://www.noelphilippot.com/. |
|
Kent Chen | (604) 257-7678
Kent and his associate Li Wen Chen, can assist you in finding the financial and investment solutions you need to meet your wealth management objectives, both now and in the years to come. Offering tax, retirement, estate, and insurance planning advice in English, Cantonese and Mandarin, they look forward to speaking with you and assisting you in achieving your goals. For
more information, please visit http://www.kentchen.ca/.
|
|
|
