Meet the Team

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: 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: 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: 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: 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

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: 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: 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: www.noelphilippot.com

Kent Chen | (604) 257-7678
Kent and his associate Vivian Kwok, 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: www.kentchen.ca

Simon Pau| (604) 718-3046
Simon and his associate Jessylyn Sze take a personal approach to providing expert and customized wealth management advice, as well as ensuring a personal and professional fit to each and every client. Simon offers personalized investment, tax, retirement, estate and insurance planning advice in English, Mandarin and Cantonese. Simon is a Certified Financial Planner. For more information, please visit Simon Pau.

Darren Fetigan| (604) 718-3038

Darren has over 15 years of work experience in Hong Kong and Vancouver. He studied and worked in Asia for approximately 14 years where he learned to speak Mandarin and Cantonese fluently. Darren has completed his Financial Management Advisor (FMA) designation, his LLQP life insurance license and Elder Planning Counselor designation (EPC). Personal Financial Planning is a key component to understanding the investment goals of his clients. As a licensed Insurance Advisor, he can also incorporate insurance solutions to meet he changing needs of his clients. For more information, please visit his website at Darren Fetigan.

Dustin Cook| (604) 257-7396
With six years of experience, Dustin provides a tremendous amount of investment and financial planning advice to his clients. As a result, he builds long-term client relationships based on trust, expertise, and service. Dustin is proud to be recognized with the prestigious Fellow of the Canadian Securities Institute (FCSI) designation, the Financial Management Advisor (FMA) financial planning designation and the Canadian Investment Manager (CIM) designation. He can provide you with a comprehensive financial plan to accomplish your financial goals. For more information, please visit his website at Dustin Cook.

Anthony Cheung| (604) 718-3882
Anthony specializes in providing comprehensive financial planning and investment portfolio solutions that are designed specifically for you. He can guide you with all your financial needs or provide specialized services in partnership with your other professional advisors. He has successfully, established long-term client relationships based on trust, expertise, and service. Anthony provides investment, tax, retirement, and estate planning advice in English or Cantonese. For more information, please visit his website at: Anthony Cheung.

Chunlin Li| (604) 257-7463

Chunlin Li has over ten years experience in the financial industry and has achieved the Certified Financial Planner designation in 2003. Chunlin Li and his associate, Jessylyn Sze, are dedicated to providing a full range of financial services to help clients achieve their wealth management objectives in both English and Mandarin. For further information, please visit his website: Chunlin Li.

Norman Sung| (604) 257-7089

Norman has 16 years experience in securities brokerage from trading options to compliance management. Norman and his associate Jessylyn Sze are dedicated to be your partner in Financial Success. You will have access to his team of Wealth Management Specialists on Tax, Estate and Succession Planning to address your needs for your goals. A comprehensive review of insurance protection will be analyzed for enhancing your estate value. You will receive a tailor made solution based on Risk Management and Asset Allocation Discipline for your family, company or non-profit organization. Norman also speaks Cantonese & Mandarin. Please visit his web site: Norman Sung

Russell MacKay| (604) 257-7082

Update to Follow: Please visit his website: Russell MacKay