Certified Responsible Investment Experts

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Meet Canada’s Certified Responsible Investment Experts

The RIA offers three financial designations for qualified professionals working in Canada’s responsible investment (RI) industry: 

1. Responsible Investment Advisor Certification (RIAC)
2. Responsible Investment Professional Certification (RIPC)
3. Responsible Investment Specialist (RIS)

Click the designations below to view a list of recipients. Learn more about the RIA’s financial designations here.

Responsible Investment Advisor Certification (RIAC)

Dawn Bates, Portfolio Manager, ScotiaMcLeod

Lois Beer, Portfolio Manager, National Bank Financial

Mark Beverly, Investment Advisor, RBC Dominion Securities Inc.

Charlene Birdsall, Advisor/Portfolio Manager, National Bank Financial

Scott Boassaly, Advisor, Financial Planning and Wealth Management, J.R. Saint and Associates/Quadrus Investments

Jonathan Bolduc, Portfolio Manager, Desjardins Securities

Paul Borisoff, Senior VP, Portfolio Manager, Senior Investment Advisor, Canaccord Genuity Wealth Management

Alicja Brown, Investment Advisor, CIBC Wood Gundy

Susan Carson, Portfolio Manager, CIBC Wood Gundy

Justin Charbonneau, Portfolio Manager, RBC Wealth Management (Dominion Securities)

Daniel Cheng,  Portfolio Manager and Wealth Advisor, RBC Wealth Management

Randy Clowes, Vice-President, Portfolio Manager, Clowes Investment Group, CIBC Wood Gundy

Ryan Colwell, Certified Financial Planner, IPC Investment Corporation / C&C Planning Group

Mark P Comeau, Portfolio Manager, Odlum Brown Ltd.

Andrew Czernik, Investment AdvisorCIBC Wood Gundy

Patti Dolan, Portfolio Manager, Raymond James Ltd.

Anthony Edwards, Investment Advisor, Leede Jones Gable Inc.

Christian Farstad, Portfolio Manager and Wealth Advisor, ScotiaMcLeod

Donna Gehmlich, Investment Advisor, Servus

Caroline Goode, Investment Advisor, National Bank Financial

Eric Goss, Mutual Funds Representative, Qtrade Financial Group

Nadia Iskander, VP & Investment Advisor, Echelon Wealth Partners

Akaash Kalra, Investment Funds Advisor, Desjardins Financial Security

Uri Kraut, Portfolio Manager, CIBC Wood Gundy

Russ Lazaruk, Portfolio Manager, Echelon Wealth Partners

Bibiana Leikucs, Investment Advisor, Leede Jones Gable Inc.

Lindsay M MacPhie, Investment Advisor, CIBC Wood Gundy, The Wooding Group

Rafi Mohammed, Investment Specialist, First Calgary Financial

Troy Montague, Investment Advisor, TD Wealth Private Investment Advice

Rick MorsonVice-President, Portfolio Manager, Investment Advisor, CIBC Wood Gundy

Kevin Murdoch, Vice President and Wealth Advisor, RBC Dominion Securities

Jean-François Obregón, Analyst, Sustainalytics

Caval Olson-Lepage, Investment Advisor, TCU Wealth Management

Brent Poirier, Portfolio Manager, Odlum Brown Ltd

Tracy Price, Financial Planner, Investment and Retirement Planner, RBC Dominion Securities

Sucheta Rajagopal, Certified Financial Planner & Portfolio Manager, Mackie Research Capital

Jackie Ramler, Financial Advisor, Raymond James Ltd

Ian Robertson, Vice President, Odlum Brown Ltd

Dan Rudisuela, Investment and Wealth Advisor, RBC Dominion Securities Inc

Anup Ruparelia, Financial Advisor, Affinity Capital Management inc.

Michael Silicz, Investment Advisor, National Bank Financial

Carol Smith, Investment Fund Advisor, DFS Investments

Terry Soucy, Vice-President, Regional Manager, Investment Advisor and Portfolio Manager, Laurentian Bank Securities

Stephen Whipp, Managing Director, Leede Jones Gable Inc.

Tom Wooding, Portfolio Manager, CIBC Woody Gundy

Michael Zonta,  Wealth Management Advisor, Assante Capital Management

Responsible Investment Professional Certification (RIPC)

Karim Allibhai, Financial and Tax Planning Specialist, Odlum Brown Ltd 

Julie Ambachtsheer, Director of Programs, Responsible Investment Association

Bryce Anderson, Financial Analyst, RE Royalties Ltd

Olga Bordatcheva, Manager, Member Relations, Responsible Investment Association

Tony Chan, Independent Consultant

Greta Fearman, Client Relations Advisor, Sustainalytics

Shibah Gill, HR Manager, Sustainalytics

Maryse Girard, COO, Castle Hall Alternatives

Stephanie Griffiths, Portfolio Manager/Writer, Independent

Kim Hallwood, Head of Corporate Sustainability, HSBC Bank Canada

Nichole Heron, Branch Manager, Libro Credit Union

Terry Honner, Associate -Performance & Analytics, Sionna Investment Managers

Cherlyn Itakura, Senior Accountant, Vancity Community Foundation

Kyuwon Taylor Kim, Analyst, Research Products, Sustainalytics

Phillip Ludvigsen, Senior Associate, First Environment Inc.

Alexander McGinn, Product Research Analyst, Invesco

Sarah Mooney, Assistant/Associate, Odlum Brown Ltd

Nicole Neuert, Manager, Fossil Free & Impact Solutions, Genus Capital

José Núñez Gutiérrez, Associate, Fiera Comox Partners

Philippe Pelletier, Vice President, Sales, NEI Investments

Paul Pflanz, VP, Sales, Alberta, NEI Investments

Catherine Philogène, Portfolio Specialist, RBC GAM

Tena Rieck, Investment professional, RBC Dominion Securities

Peter C. Smith, Market Specialist, Thomson Reuters

Lynn Thordarson

Arnaud van Dijk, Senior Manager, KPMG

Walter Viguiliouk, Responsible Investing, Ontario Teachers’ Pension Plan

Michel Villa, Tradeur et formateur, Michel Villa 

Megan Wallingford, Senior Advisor, Sustainalytics

Daniel Wong, Vice President, Portfolio Manager, Connor, Clark & Lunn Private Capital Ltd.

Jason Yee

Responsible Investment Specialist (RIS)

Jeffrey Adams, Portfolio Manager, OceanRock Investments

Stacey Agecoutay, Wealth Planning Specialist, Valley First

Fadi Alami, Financial Security Advisor, SFL Placements

Graham Aldrich, Regional Manager Wealth Solutions, Vancity Credit Union

Ginny Arnott-Wood, Wealth Advisor, BMO Nesbitt-Burns

Paul Arsenault, Manager, Financial planning, Kindred Credit Union

Gary Ash, Mutual Fund Representative, Investia Financial Services

Andrea Bacsu, Financial Planner, TCU Wealth Management

Bryan J. Baker, Managing Partner/ Wealth Advisor, 20Twenty Wealth Management Inc.

Natalia Bakumenko, Investment Specialist , Servus Credit Union

Bardia Baradarani, Portfolio Manager, OceanRock Investments Inc.

Meaghan Barbara, Ron Barbara Financial

Ron Barbara, Ron Barbara Financial

Brian Barsness, Director, Investment Services, Kindred Credit Union

Ruthann Bartello, Senior Marketing and Communications Manager, Qtrade Financial Group

Dawn Bayer, Mutual Funds Investment Specialist, Libro Credit Union

Jacques-Pierre Beaupré, Advisor, SFL Placements

Jason Berfelo, Qtrade Advisor, First Calgary Financial

Martine Bertrand, Advisor, SFL Placements

Réjean Bertrand, Director, SFL Placements

Manmeet Bhatia, SVP & CIO, OceanRock Investments

Randi Biberdorf, Senior Vice President Wealth Management Insurance and Trust, Servus Credit Union

Diane Billaudeau, Group Savings Representative, SFL Placements

Carol Blevins

Scott Boassaly, Advisor, Financial Planning and Wealth Management, J.R. Saint and Associates/Quadrus Investments

Archie Bonifacio, Vice President, Wealth Management, DUCA Financial Services Credit Union Ltd.

Ryan Bonimy, Financial Services Advisor, Meridian

Laurence Bouvet

Connie-Gay Boyce, Financial Advisor, VantageOne Credit Union

David Boynton, Senior Estate Planner, Qtrade Asset Management Inc.

Andrea Bramley, Wealth Planner, Vancity Credit Union

Patrick Briscoe, Financial Advisor, Bayswater Wealth Management, IPC Investment Corporation

Kelsey Brodersen, Investment Specialist, Servus Credit Union

Peter Brow, Wealth Advisor, Vancity Credit Union 

Carolyn Brown, Investment Specialist, Kindred Credit Union

Jean-Sébastien Bouchard, Independent Advisor, SFL Placements

Keven Brunelle, Financial Security Advisor, SFL Placements

Marie-Adélaïde Bullukian, Student, Imperial College

Gwynne Cafik, Wealth Advisor, Vancity Credit Union 

Sherry Cavallin, Senior Wealth Advisor, Assante Financial Management Ltd.

Frederic Chalut, Wealth Advisor, Vancity Credit Union 

Ivan Chang, Portfolio Manager, Director, Scotia McLeod, Scotia Wealth Management

Julia Chapman, Financial Advisor, Chapman Wealth Strategies; IPC Investment Corporation

Linson Chen, Financial Advisor & Associate Portfolio Manager, RGF Integrated Wealth Management

Joanna Y. Chen, Wealth Planner, Vancity Credit Union 

Marc Chenard, Investment Advisor, Envision Financial

Sandy Cheng, Wealth Planner, Vancity Credit Union

Tina Cheung, Wealth Planner, Vancity Credit Union 

Adam Chouinard, Wealth Management Advisor, Financière Banque Nationale

Jay Christensen, Investment Specialist, Valley First

Rana Chung, Regional Manager, Wealth Planner, Vancity Credit Union 

Donna Colenutt, Financial Planner, Kindred Credit Union

Jean-François Cormier, Sales Manager, Business Development and Recruiting, SFL Placements

Pamela Clarke, Wealth Planner, Vancity Credit Union

Tayla Clarke, Wealth Planner, Vancity Credit Union

Cheryl Crowe, Senior Financial Advisor, SRI Investments, Assiniboine Credit Union

Jane Czuboka, Senior Financial Advisor, Assiniboine Credit Union

Anna Dai, Wealth Advisor, Vancity Credit Union

April Dean, Wealth Planner/Mutual Fund Investment Specialist, Vancity Credit Union

Robert Deeg, Director, Wealth Solutions, Vancity Credit Union

Marie DeLauretis, Financial Planner, DeLauretis Wealth Management/DFS Investments Inc.

Manuel Del Dago Fernandez, Senior Advisor, Investments, Island Savings

Sukhy Dhaliwal, Wealth Advisor, Vancity Credit Union

Navshin Dhanani, Wealth Planner, Vancity Credit Union

Shelly Dhawan, ESG Research Analyst, Vancity Credit Union

Jocelyn Dinglasan, Wealth Planner, Vancity Credit Union

Karen Di Quinzio, Director of Wealth Management, Assiniboine Credit Union 

Johany Doucet, Financial Security Advisor, SFL Placements

Eamon S. Duffy, Wealth Advisor, Vancity Credit Union

Janice Dumbleton, Wealth Planner, Vancity Credit Union

Sylvie Ducharme, SFL Placements

Michael Enemark, Wealth Advisor, Assiniboine Credit Union

Steve Eng, Manager, Business Optimization, Vancity Credit Union

Johnny Fansher, Financial Advisor, Johnny Fansher Financial

Jason Ferguson, Wealth Advisor, Assante Financial Management

David Field, Certified Financial Planner, WSC Insurance Group

Caroline Filion, Senior Financial Advisor & Insurance Advisor, HollisWealth Insurance Agency Ltd.

Ryan Fontaine, Senior Wealth Consultant, Assiniboine Financial Group

Jeff Foster, Financial Planner, Kindred Credit Union

David Francilia, Certified Financial Planner & Life Insurance Specialist, Envision Investment Services

Brendan Gallagher, Wealth Planner, Vancity Credit Union

Tina Gandhi, Regional Manager, Investment Solutions, Vancity Credit Union

Angela Garland, Senior Investment Service Representative, Kindred Credit Union

Gary Gelinas, Wealth Planning and Investment Specialist, Valley First

Chris Gerow, Senior Advisor, Investments and Insurance, Island Savings

Doug Gilmour, Wealth Advisor, Vancity Credit Union

Ilesh Girdharlal, Wealth Planner, Vancity Credit Union

Claire Giroudeau, Financial Security Advisor, Cabinet Lafond & associés

Kate Gorman, Financial Services Officer, LaHave River Credit Union Ltd

Elise Gregg, ‎Wealth Planner, Vancity Credit Union

Alexandra Gross, Regional Sales Associate, OceanRock Invesments

Nick Grychowski, Wealth Planner, Vancity Credit Union

Stephanie Griffiths, Portfolio Manager/Writer

Florence Habel, Investment Specialist, Servus Credit Union

Christian Halim, Wealth Planner, Vancity Credit Union

Dorothy Hall, Investment Services Representative, Kindred Credit Union

Beatrix Handlbauer, Wealth Advisor, Vancity Credit Union

Jason Hanley, Branch Manager, Investia Financial Services Inc.

Nancy Harper, Wealth Advisor, Vancity Credit Union

Peter Hartley, Wealth Advisor, Vancity Credit Union

Darcy Hermary, Financial Planner, Kindred Credit Union

Colin Herrick, Wealth Advisor, Assante Wealth Management

Thomas Hilario, Wealth Planner, Vancity Credit Union

Kelly Hirsch, ESG Analyst, Vancity Credit Union

Benjamin Holt, Wealth Advisor, Vancity Credit Union

Jordan Hopper, Wealth Planner, Vancity Credit Union

Martin Hough, Senior Personal Banking Officer, Valley First

Scott Howe, Senior Advisor, Financial Planning, Island Savings Insurance Services

Angel Hsu, Wealth Planner, Vancity Credit Union

Angela Iermieri, Financial Planner, Desjardins

Dawn Ireton, Associate Financial Advisor, HollisWealth

Dennis Jack, Wealth Planner/Mutual Fund Investment Specialist, Vancity Credit Union

Rohit Jaswal, Wealth Planner, Vancity Credit Union

Karli Jay, Wealth Planner, Vancity Credit Union

Bode Jobi, Regional Sales Director, Desjardins Wealth Management

Neil G. Johnson, Associate Branch Manager, 20Twenty Wealth Management

Charla Johnstone, Wealth Advisor, Valley First

Vinay Kavlekar, Wealth Planner / Mutual Funds Investment Specialist, Vancity Credit Union / Credential Asset Management Inc.

Robert Kazan, Investment Specialist, Alterna Savings

Todd Kennelly, Financial Planner, Valley First

Steven Ketterer, Investment Advisor, Servus Credit Union

Brian Kettles, Branch Manager, BJK Financial Group

John Kha, Investment Advisor, Vancity Credit Union

Jae Kim, Regional Manager, Servus Credit Union

Colleen Koop, Personal Account Manager, Envision Financial

Neil KumarVice President & Portfolio Manager, Richardson GMP Limited

Jason Kuramoto, Wealth Planner, Vancity Credit Union

Heather Knowles, Wealth Planner, Vancity Credit Union

Cavan Knox, VP of Sales, IA Clarington Investments

Natasha Knox, Financial Security Advisor, Freedom 55 Financial

Chelsea Kolstad,  Investment Specialist, Servus Credit Union

Jodi Krechowiecki, Mutual Fund Representative and Managing Partner, 20Twenty Wealth Management

Rezarta Kroi, Wealth Planner, Vancity Credit Union

Sophie Lacharité, Financial Security Advisor, SFL Placements

Brendan Lamb, Investment Specialist, First Calgary Financial

Lyne Larochelle, Mutual Funds Representative, Larochelle-Conseils

Jennifer Laughlin, Investment Specialist, Coach, Libro Credit Union 

Martin Lauzier, Independent Representative, SFL Placements

Cristobal Poblete Lavanchy

Russ Lazaruk, Portfolio Manager, Echelon Wealth Partners

Michael Learmonth, Wealth Advisor, Vancity Credit Union

Jason Lee, Wealth Planner, Vancity Credit Union

Bruce LeFranc, Financial Planner/Investment Advisor, Qtrade Securities/Valley First Credit Union

Nikki Leis, Kindred Credit Union

Jaime Lerakis, Financial Security Advisor, SFL Placements

Lawrence Leung

Brent Lewis, Wealth Planner, Vancity Credit Union

Jane Logan, Wealth Planner/Mutual Fund Investment Specialist, Vancity Credit Union

Giovanni Loria, Mutual Fund Advisor, Insurance Advisor, Hollis Wealth

Brian Lovshin, Senior Learning Consultant, Wealth Management, Qtrade Financial Group

Kenny LuVancity Credit Union 

Trung Lu, Wealth Advisor, Vancity Credit Union

Kim Ly, Investment Management Consultant, Vancity Credit Union

Craig MacDougall, Wealth Advisor, Vancity Credit Union

Steve Maciesza, Investment Fund Advisor, The Heritage Group

Chris MacLean, Wealth Planner, Vancity Credit Union

Peter Mahzari, Investment Advisor, DUCA Financial Services Credit Union Ltd.

Vahini Basu Mallik, Financial Advisor, Edward Jones

Raffiq Manji, Investment Specialist, Servus Credit Union

Michelle Martin, Investment Services Representative, Kindred Credit Union

Jérôme Martineau, Advisor, SFL Placements

Lisa Matwyko, Senior Financial Advisor, Assiniboine Credit Union

Tim Maynard, Vice President of Sales, Southwestern Ontario, Qtrade Financial Group

Patrick McDonald

Stacey McGregor, Business Development Manager, Vancity Credit Union

Marilyn McKever, Financial Planner, Credential Qtrade Securities Inc.

Brett McKinstry, VP, National Sales Manager, OceanRock Investments

Heather McLeod, Consultant, Investors Group Financial Services

Paul McQueen, Vice President, Wealth / Coach, Libro Credit Union

Rachel Metzger, Mobile Investment Services Representative, Kindred Credit Union

Sandy Meunier, Investment Advisor, Servus Credit Union

Elliott Michaelson, Life and Health Insurance Advisor, Investment  Fund Advisor, Investia Financial Services

Jean-Mikael Michaud, Analyst, National Bank Financial

Karen Ming, Investment Specialist, Libro Credit Union

Shelly Mitchell, Financial Planner, Libro Credit Union

Jonathan Mochizuki, Wealth Planner, Vancity/Credential Asset Management Inc.

Erik Molnar, Wealth Advisor, Vancity Credit Union

Kristine Morga, Investment Advisor/Senior Wealth Consultant, Assiniboine Credit Union

Dean Morrissette, Branch Manager, 20Twenty Wealth Management

Cody Murdock, Investment Specialist, Servus Credit Union

Tina Neufeld, Investment Services Representative, Kindred Credit Union

Hugh Ng, Wealth Planner, Vancity Credit Union

Joey Ng, Wealth Planner, Vancity Credit Union

Veronica Ngai, Wealth Planner, Vancity Credit Union

Ross Nichol, Senior Financial Planner, Kindred Credit Union

Gloria Nicol, Senior Financial Advisor, Assiniboine Credit Union

Suzanne Niefer, Regional Manager Wealth Management, Servus Credit Union

Michael Nixon, VP of Sales, iA Clarington Investments

Elaine Nocent, Investment Specialist, Coach, Libro Credit Union

Jackeline Ojeda Cabrera, Administrative Assistant, Groupe Conseil Lafond

Michael B. Osman, Regional Manager, Wealth Solutions, Vancity Credit Union

Rebekah O’Reilly, Portfolio Analyst, OceanRock Investments

Trevor O’Reilly, Investment Counsellor, RBC Phillips Hager & North Investment Counsel Inc.

Jean Pagé, Wealth Manager, Frontline Financial Credit Union

Cory Papineau, Senior Financial Advisor, Assiniboine Credit Union

Zachary Palmer, Branch Manager, Valley First

Philippe Pelletier, Vice President, Sales, NEI Investments

Michael Pennicard, Wealth Planner, Vancity Credit Union

Philip Picado, Regional Sales Associate, OceanRock Investments

Pauline Picher, Wealth Planner, Vancity Credit Union

Rémy Pinette, Advisor, SFL partenaire de Desjardins Sécurité Financière

Sabrina Pizzolato, Wealth Planner, Vancity Credit Union

Luc Phaneuf, Conseiller en sécurité financière, Société de Courtage SCA inc.

Alexis V. Phillips, Sterling Mutuals Inc.

Karen K. Podgurnycormier, Wealth Compliance & Operation Manager, Assiniboine Credit Union

Simon Préfontaine, Conseiller en sécurité financière, Lafond

Douglas Price, Kindred Credit Union

Peter Prochilo, Investment Advisor, DUCA Financial Services Credit Union Ltd.

Douglas Pronovost, Portfolio Manager, Vancity Credit Union

Ian Provost, Investment Advisor, Portfolio Manager, Senior Vice-President, National Bank Financial

Marlena Quan, Regional Manager, Wealth Solutions, Vancity Credit Union

Michele Quan, Wealth Planner, Vancity Credit Union

Violeta Rangel Escajadillo, Vice-President, Risk Analytics Consultant, MSCI

Joseph Reid, Director, Wealth Advisory Services, Vancity Credit Union

Tobin Reimer, Financial Planner, Kindred Credit Union

Adam Richard, Wealth Advisor, Assiniboine Credit Union

Paul Rivard, VP, Sales, OceanRock Investments

Lorna Roth, Senior Investment Services Representative, Kindred Credit Union

Gerry Ronan, RVP Sales, Ontario Sales Manager, iA Clarington Investments

Mike Ross, LEAP Agent, Family Focus Financial

Robert Rusak, Wealth Advisor, Assiniboine Credit Union

Sophie Salcito, Wealth Advisor, Vancity Credit Union

Sepa Salour, Wealth Planner, Vancity Credit Union, 

Sheena Sanders, Investment Specialist, First Calgary Financial

Bona-Marie Savone, Certified Executor Advisor, MacKenzie Savone Team

Crystal Schuhmacher, Wealth Advisor, Valley First 

Tanya Sealey, Financial Advisor, IPC Investment Corporation

Pat Shellard, Wealth Advisor, Vancity Credit Union

Veronica Shen, Wealth Advisor, Vancity Credit Union

Rhonda Sherwood, Financial Advisor, Raymond James Ltd.

Paul Shwaikoski, Wealth Planner, Vancity Credit Union

Dawn Smith, Team Manager, Investment Solutions, Vancity Credit Union

Jamie Smith

Candice Snell, Mutual Fund Investment Specialist, Servus Credit Union

Hilda So, Investment Specialist, Servus Credit Union

Tamla Sokolosky, Senior Personal Banking Officer, Valley First

Lynda Souati, Section Manager, Desjardins 

Alex Spurling, Island Savings

Diana Stanomirescu, Wealth Planner, Vancity Credit Union

Alex Steele, OceanRock Investments

Tania Stephenson, Investment Specialist, Servus Credit Union

Yolanda Sterk, Wealth Planner, Vancity Credit Union/Credential Asset Management Inc.

Ayaz Sunderji, Wealth Planner, Vancity Credit Union

Keith Swarnadhipathi, Regional Sales Associate, OceanRock Investments

Kim Tachan, Senior Financial Advisor, Assiniboine Credit Union

Priti Tahilramani, Wealth Planner, Vancity Credit Union

Cindy Taylor

Gianni Tessarolo, Investment Counsellor, Vancity

Theresa Thiessen, Investment Services Representative, Kindred Credit Union

Brad Thompson, Financial Planner, Kindred Credit Union

Arlene Tober, President, Sweet Spot Consulting

Cheryl TraylerVancity Credit Union

Paolo Trentalance, Vancity Credit Union

Quan Trinh, Investment Advisor and Assistant Branch Manager, Vancity Credit Union

Mary Tsang, Portfolio Analyst, OceanRock Investments

Tamara Tupechka, Wealth Planner, Vancity Credit Union

Michel Turcotte, Financial Security Advisor, SFL Placements

Jennifer Underwood, Wealth Planner, Vancity Credit Union

Nelson Vallacorba, Associate Investment Advisor, 360 Family Office Wealth Management, TD Wealth Management, Private Investment Advice

John Vermeulen, Wealth Planner, Vancity Credit Union

Jean Vernier, Financial Security Advisor, SFL Placements

Kalev Vesik, Wealth Planner, Vancity Credit Union

Cindy Viner,Wealth Management Advisor , Valley Credit Union

Holly Vipond, Financial Security Advisor, Freedom 55 Financial

An-Lap Vo-Dignard,  Senior Vice President, Portfolio Manager and Investment Advisor, National Bank Financial  

Irene Walsh, Certified Financial Planner, Desjardins Financial 

Daniel Walzak, VP Sales, OceanRock Investments

Janet Wan, Wealth Planner/ Mutual Fund Investment Specialist, Vancity Credit Union

Magali Ward, Wealth Advisor Assistant, Vancity Credit Union

Dan Watanabe, Wealth Planner, Vancity Credit Union

Dawna Weber, Financial Services Representative, Kindred Credit Union

Brittney Weatherill, Senior Financial Advisor, Valley First

Chris White, Financial Planner, Libro Credit Union

Blake Whiteley, Bilingual Investment Associate, Invisor Investment Management

Brad WingWealth Management Specialist, Envision Investment Services

Benny Wong, Wealth Planner, Vancity Credit Union 

Michael Wong, Wealth Planner, Vancity Credit Union

Simon Wong, Regional Sales Director, Desjardins Wealth Management

Steve Woo, Wealth Planner, Vancity Credit Union/Credential Asset Management Inc.

Mark K. W. Wu, Wealth Planner, Vancity Credit Union

Judy Yang, Vancity Credit Union

Mark S. Yip, Investment Advisor, Servus Credit Union

Josie Young, Wealth Advisor, Vancity Credit Union

Sunny Young, Wealth Planner, Vancity Credit Union

Ryan Yuan, Investment Specialist / Mutual Fund Investment Specialist, Servus Credit Union

Suad Zepic, Wealth Planner, Vancity Credit Union

Susan Zhou, Wealth Planner, Squamish Savings, a division of Vancity Credit Union

Andrew Zorgdrager, Investment Services Support Representative, Kindred Credit Union


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Duca Credit Union
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Guardian Ethical Management
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Stewart Investors
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