We are a boutique private wealth management practice dedicated to a select group of families. We are value investors with a strong bias toward capital preservation and reducing risk within our portfolios through prudent asset allocation strategies and tactics. We will actively manage your financial plan and your investment strategy to maximize your opportunities.
Dana graduated with honours from Stanford University in 1989 and began her post-university career as a Management Consultant with Andersen Consulting. She joined the Financial Services profession in 1998 and quickly realized that money management done in isolation from retirement and estate planning often missed key opportunities and strategies. Her practice has always focused on financial planning needs first with money management strategies being derived from the planning process. She is dedicated to ensuring clients understand their current financial situation and the various avenues available to them as they move forward and pursue their goals.
Dana is a Certified Financial Planner and registered as a Portfolio Manager with the BC Securities Commission: She is fully licensed for stocks, bonds, mutual funds, life, critical illness and disability insurance.
|
|
CFP® Certification |
|
Certified Financial Planner® certification is the world’s most recognized financial planning designation and is considered the ‘gold standard’ for the profession. |
Nancy joined Vision Wealth with extensive experience in both Canadian and international capital markets. Her previous roles focused on advising corporations and institutional investors on investment strategies and corporate finance strategies. Nancy completed her Bachelors of Commerce, with Honours, at the University of Toronto followed by a Masters of Management (MBA) from the prestigious Kellogg School of Management at Northwestern University. She serves as Vision’s Chief Investment Officer and spends most of her time looking at multiple screens.
Anna brings over a decade of experience in the financial services industry. A successful participant in Vision Wealth’s Financial Planning Mentoring Program, Anna achieved her Qualified Associate Financial Planner® status (previously known as “FPSC Level 1”) in 2019 and earned her CFP® designation in 2021.
Linda didn’t feel her Bachelor’s degree in Economics from SFU was quite enough so she headed off to Denmark to complete her Masters in Economics. She loves working in an environment where her knowledge and tool set can make a difference in peoples’ lives. Linda also successfully completed Vision Wealth’s Financial Planning Mentoring Program and achieved her Certified Financial Planner® designation in 2022.
Sarah graduated with a BBA in Hospitality Management completing her academic career, with distinction, in the Swiss alps and embarked on an international career, working in Bangkok, Hong Kong, and Singapore. She cultivated her expertise in project management, food and beverage, and events management. During the pandemic, Sarah pivoted and joined one of the major investment banks, where she contributed to their corporate and workplace solutions, while gaining exposure to the financial industry. Although new to the financial industry, Sarah brings her diverse skill set to Vision Wealth, where she’s eager to leverage her unique background.
Catch her daydreaming of the ocean or practicing daily on her yoga mat, Jess embodies the spirit of the Pacific Northwest. Originally from Montréal, she found her solace nestled in the mountains of British Columbia when she moved to Squamish in 2017. With a CPA degree in pocket, doubled up with a venture capital and start up background, she understands the depth of business operations while approaching them with a curious mindset. She loves contributing to the collective growth and always aspires for innovation when it comes down to the processes & workflows of Vision Wealth.
We have a couple of quadrupeds to keep us grounded and cheerful. Please allow us to introduce…
O.D. actually stands for “Office Dog”…creative, aren’t we?
He’s an energetic, happy man who, if you leave him to his own devices, will likely end up on your lap if that makes you happy too!
(A.K.A. “Bello”)
Bello is our resident California chill dude. He’s got that hang back, check it out, probably a nap would be best vibe. It’s unlikely he’ll end upon your lap but he might be enticed to a “hello” with a cookie (or two)!
