Our Financial Planning Team
Senior Wealth Advisors
Take advantage of the expert financial advice and planning available to our members.
Jorge Batista, CFP®
Investment Advisor
Qtrade Advisor
Email: jbatista@envisionfinancialwm.ca
Phone: 604-501-4247
Branches: Sunshine Hills, Langley Service Centre
Ashley de los Reyes
Investment Services Assistant
Phone: 604-502-4947
Marc Chenard, MA, CFP®, CIM®, RIS
Investment Advisor
Qtrade Advisor
Email: mchenard@envisionfinancialwm.ca
Phone: 604-557-7467
Branches: Town Centre, High Street
Suzanne Ritchie
Investment Services Assistant
Phone: 604-557-7469
Angelo Demelo
Investment Advisor
Qtrade Advisor
Email: ademelo@envisionfinancialwm.ca
Phone: 250-632-4356
Branches: Kitimat
David Francilia, CFP®, RIS
Investment Advisor
Qtrade Advisor
Email: dfrancilia@envisionfinancialwm.ca
Phone: 604-604-502-4921
Branches: South Point, Cloverdale, Ridge Meadows
Danya Shima
Investment Services Assistant
Phone: 604-592-5843
Lisa Free, CFP®, FMA, CPCA, FCSI
Investment Advisor
Qtrade Advisor
Email: lfree@envisionfinancialwm.ca
Abbotsford/Mission: 604-557-7497
Hope: 604-860-7818
Branches: Hope, Mission, Abbotsford Village
Diana Scherle
Investment Services Assistant
Abbotsford/Mission: 604-557-7499
Hope: 604-860-7819
Steven Gillespie, B.Comm, CIWM, FCSI
Investment Advisor
Qtrade Advisor
Email: sgillespie@envisionfinancialwm.ca
Phone: 604-703-7615
Branches: Yarrow, Chilliwack City
Joan Bohac
Investment Services Assistant
Phone: 604-703-7639
Christian Martin, BA, CFP®
Investment Advisor
Qtrade Advisor
Email: cmartin@envisionfinancialwm.ca
Phone: 604-592-7212
Branches: Willoughby
Jan Chappell
Investment Services Assistant
Phone: 604-592-7229
Brett Clark
Investment Advisor
Qtrade Advisor
Email: bclark@envisionfinancialwm.ca
Phone: 604-308-1723
Branches: North Delta, Fleetwood, Newton
Brenda Mercier, CPA, CMA, CFP®, CIM®
Investment Advisor
Qtrade Advisor
Email: bmercier@envisionfinancialwm.ca
Phone: 604-501-4217
Branches: Ladner, Sunwood
Marcus Van Reeuwyk, CIM®
Investment Advisor
Qtrade Advisor
Email: mvanreeuwyk@envisionfinancialwm.ca
Phone: 604-703-7694
Branches: Sardis, Garrison Village
Keith Wood, CFP®, FMA, RHU
Investment Advisor
Qtrade Advisor
Email: kwood@envisionfinancialwm.ca
Phone: 604-501-4237
Branches: Tsawwassen
Ashley Vandermeer
Investment Services Assistant
Phone: 604-502-4931
Wealth Planning Specialists
Omar Aziz, BBA, CFP®, CIM®
Investment Specialist
Qtrade Asset Management Inc.
Email: oaziz@envisionfinancial.ca
Phone: 604-308-0979
Branches: Tsawwassen, Ladner, North Delta
Colleen Koop
Investment Specialist
Qtrade Asset Management Inc.
Email: ckoop@envisionfinancial.ca
Phone: 778-808-2823
Branches: Abbotsford Village, High Street, Town Centre, Mission, Hope
Rick Jordan, CFP®
Investment Specialist
Qtrade Asset Management Inc.
Email: rjordan@envisionfinancial.ca
Phone: 604-996-1697
Branches: Chilliwack City, Sardis, Garrison, Yarrow
Jim Petroski, CFP®, FMA
Investment Specialist
Qtrade Asset Management Inc.
Email: jpetroski@envisionfinancial.ca
Phone: 604-308-1129
Banches: Sunshine Hills, South Point, Fleetwood, Newton
Brad Wing, PFP, BA, RIS
Investment Specialist
Qtrade Asset Management Inc.
Email: bwing@envisionfinancial.ca
Phone: 604-308-2410
Branches: Willoughby, Cloverdale, Sunwood, Ridge Meadows
*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 also offered through Qtrade Asset Management Inc.
