Meet an Advisor Near You
Every branch has access to an Investment Advisor or Wealth Management Specialist that holds their Certified Financial Planner (CFP®) designation.
What you can expect from a CFP professional:
- Investment, insurance and financial planning advice
- Advice tailored to meet the needs of you, your family, and business
- A little planning goes a long way. Protect your future by meeting with our insurance specialist.
- Meetings wherever, and whenever, is convenient for you
- Quick and easy
- Business and personal products to protect what’s most important to you
Advisors by Region
Vancouver
Paul Heinrichs CFP®, BBA, CIM, FCSI
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Surrey
Paul Heinrichs CFP®, BBA, CIM, FCSI
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Ocean Pointe Branch or South Granville Branch
✉ pheinrichs@prospera.ca • ☎ 604-953-3764
Nami Kim CFP®, CLU, CPCA, B. Comm
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Surrey Centre Branch or Langley Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Sarb Sangha CFP®, EPC
Investment Specialist, ProsperaCredential Qtrade Securities Inc.
Fleetwood Branch
✉ ssangha@prospera.ca • ☎ 604-953-2505
Langley
Nami Kim CFP®, CLU, CPCA, B. Comm
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Surrey Centre Branch or Langley Branch
✉ nkim@prospera.ca • ☎ 604-930-7505
Abbotsford
Marcus Van Reeuwyk CFP®, CIM
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Abbotsford Branch or West Oaks Branch
✉ mvanreeuwyk@prospera.ca • ☎ 604-870-3517
Chilliwack
Wade Rayner CFP®
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Sardis Branch
✉ wrayner@prospera.ca • ☎ 604-824-4377
Chad Chubaty PFP, FMA
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Chilliwack Branch
✉ cchubaty@prospera.ca • ☎ 604-701-1394
Agassiz
Aquiles Rosales CFP®
Wealth Management Specialist, ProsperaMutual Funds Repsentative, Qtrade Asset Management
Agassiz Branch
✉ aquiles.rosales@prospera.ca • ☎ 604-250-8290
Okanagan
Charmaine White CFP®
Investment Advisor, ProsperaCredential Qtrade Securities Inc.
Vernon Branch
✉ cwhite@prospera.ca • ☎ 250-541-7410
Mutual funds and related financial planning services are offered through Qtrade Asset Management (a tradename of Credential Asset Management Inc). Mutual funds, other securities and financial planning services are offered through Qtrade Advisor, a division of Credential Qtrade Securities Inc. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Unless otherwise stated, cash balances, mutual funds and other securities are not insured nor guaranteed, their values change frequently and past performance may not be repeated. Credential Securities is a registered mark owned by Aviso Wealth Inc.
Prospera Insurance Agencies Ltd. provides life, disability, and critical illness insurance, annuities, and full business solutions such as group benefit plans, succession planning, and business owner insurance.