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​YOUR WEALTH MANAGEMENT TEAM

A personal approach tailored to suit your financial wellness



​One of our wealth advisors would be happy to sit down with you to discuss your goals and provide expert guidance on the best way to achieve them. They can work with you to create a personalized financial roadmap, recommend high-quality investments, then monitor your progress to help you stay on track.



Senior Wealth Advisors



INVESTMENT ADVISOR, QTRADE ADVISOR

Angelo Demelo

Email Angelo
Phone: 250-639-4702
Branches served: Kitimat

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INVESTMENT ADVISOR, QTRADE ADVISOR

Brenda Mercier 

CFP®, CPA, CMA, CIM®

Email Brenda
Phone: 604-501-4217
Branches served: Ladner, Sunwood

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INVESTMENT ADVISOR, QTRADE ADVISOR

Brett Clark

CIM®, RIS, QAFP™

Email Brett
Phone: 604-308-1723
Branches served: North Delta, Fleetwood, Newton

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INVESTMENT ADVISOR, QTRADE ADVISOR

Christian Martin 

​BA, CFP®

Email Christian
Phone: 604-592-7212
Branches served: Willoughby

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INVESTMENT ADVISOR, QTRADE ADVISOR

David Francilia

CFP®, RIS

Email David
Phone: 604-502-4921
Branches served: South Point, Cloverdale, Ridge Meadows

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INVESTMENT ADVISOR, QTRADE ADVISOR

Jorge Batista

CFP®, CPCA

Email Jorge
Phone: 604-501-4247
Branches served: Sunshine Hills

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INVESTMENT ADVISOR, QTRADE ADVISOR

Keith Wood

CFP®, FMA, RHU

Email Keith
Phone: 604-501-4227
Branches served: Tsawwassen

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INVESTMENT ADVISOR, QTRADE ADVISOR

Lisa Free

CFP®, FMA, CPCA, FCSI®

Email Lisa
Phone: 604-557-7497
Branches served: Abbotsford Village, Hope, Mission

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INVESTMENT ADVISOR, QTRADE ADVISOR

Marc Chenard

​MA, CFP®, CIM®, RIS

Email Marc
Phone: 604-557-7467
Branches served: Town Centre, High Street

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INVESTMENT ADVISOR, QTRADE ADVISOR

Rick Jordan​​

CFP®

Email Rick
Phone: 604-703-7694
Branches served: Sardis, Chilliwack City, Garrison

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INVESTMENT advisor, QTRADE ADVISOR

Steve Gillespie

​B. COMM, CIWM, FCSI®, CIM®

Email Steve
Phone: 604-703-7615
Branches served: Chilliwack City, Yarrow

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Wealth Advisors


MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Andrea Frustaci

CIM®

Email Andrea
Phone: 604-828-4896
Branches served: Ladner, Newton, North Delta, Tsawwassen

MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Karim Dhanani

Email Karim
Phone: 778-222-0192
Branches served: Willoughby, Cloverdale, Fleetwood, Ridge Meadows, South Point, Sunwood

MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Renee Green

Email Renee
Phone: 604-996-2246
Branches served: Chilliwack City, Garrison, Hope, Sardis, Yarrow

MUTUAL FUNDS REPRESENTATIVE, QTRADE ASSET MANAGEMENT INC.

Sara Lima

Email Sara
Phone: 672-998-0248
Branches served: Town Centre, Abbotsford Village, High Street, Mission



Mutual funds, other securities and securities related financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Mutual funds and related financial planning services are offered through Qtrade Asset Management Inc. Financial planning services are available only from advisors who hold financial planning accreditation from applicable regulatory authorities.

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