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.
Thérèse is a native Vancouverite and has spent her entire life on the beautiful West Coast of B.C. She is a “UBC gal” graduating with a Bachelor of Science degree (Microbiology). Life, as it does, offered Thérèse the chance to change direction and she joined the financial industry in 1997. It was immediately apparent that she had made the right decision as her new career allowed her to focus on what she loved most: helping people.
A financial planner at heart, Thérèse earned her Associate Certificate in Financial Planning from BCIT and has been a Certified Financial Planner® for over two decades. Never one to rest on her laurels, Thérèse received her Chartered Investment Manager designation in 2013.
Pieter also hails from our lovely coast, raised in the hills of North Vancouver. He graduated from the School of Business at Capilano University with a Bachelor’s Degree in Business Administration. Piet started his career in finance working for one of the “Big Five” banks and soon realized that he would need to find a different path in the industry if he wanted to be more aligned with clients’ needs and wishes. In 2010, he moved to an independent platform and never looked back. Pieter set about deepening his skill set and, after three years of cracking the books, attained his Chartered Financial Analyst® designation in 2013.
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.
When Izza made the long trip from Southern Ontario to the West Coast, she never imagined she would feel so at home. Armed with a Bachelor’s in English Literature and Creative Writing, she compiled several years of administrative experience in Vancouver. During this period, Izza realized her passion for helping people and she now brings her creative mindset to Vision Wealth and the financial services industry.
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)!
