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
INVESTMENT ADVISOR, QTRADE ADVISOR
Brenda Mercier
CFP®, CPA, CMA, CIM®
Email Brenda
Phone: 604-501-4217
Branches served: Ladner, Sunwood
INVESTMENT ADVISOR, QTRADE ADVISOR
Brett Clark
CIM®, RIS, QAFP™
Email Brett
Phone: 604-308-1723
Branches served: North Delta, Fleetwood, Newton
INVESTMENT ADVISOR, QTRADE ADVISOR
Christian Martin
INVESTMENT ADVISOR, QTRADE ADVISOR
David Francilia
CFP®, RIS
Email David
Phone: 604-502-4921
Branches served: South Point, Cloverdale, Ridge Meadows
INVESTMENT ADVISOR, QTRADE ADVISOR
Jorge Batista
INVESTMENT ADVISOR, QTRADE ADVISOR
Keith Wood
INVESTMENT ADVISOR, QTRADE ADVISOR
Lisa Free
CFP®, FMA, CPCA, FCSI®
Email Lisa
Phone: 604-557-7497
Branches served: Abbotsford Village, Hope, Mission
INVESTMENT ADVISOR, QTRADE ADVISOR
Marc Chenard
MA, CFP®, CIM®, RIS
Email Marc
Phone: 604-557-7467
Branches served: Town Centre, High Street
INVESTMENT ADVISOR, QTRADE ADVISOR
Rick Jordan
CFP®
Email Rick
Phone: 604-703-7694
Branches served: Sardis, Chilliwack City, Garrison
INVESTMENT advisor, QTRADE ADVISOR
Steve Gillespie
B. COMM, CIWM, FCSI®, CIM®
Email Steve
Phone: 604-703-7615
Branches served: Chilliwack City, Yarrow
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.