475 West Georgia St., Suite 540, Vancouver, BC V6B 4M9
T: 604-684-2196 | F: 604-684-2396 Map It
As a Consultant in T.E. Wealth’s Vancouver office, Wesley is committed to helping his clients meet their financial goals by increasing their financial literacy, and delivering quality financial planning services.
After graduating from UBC with a Commerce degree in 2003, Wesley started a career in transportation and logistics. His passion for personal finance later led him to a career in financial planning, which brought him to T.E. Wealth in 2011.
Wesley specializes in tax management, retirement planning, and comprehensive financial planning. His clients include professionals, corporate executives, and private investment management and tax clients.
Wesley obtained his Certified Financial Planner (CFP) designation in 2014. He earned a spot on the FPSC President’s List for finishing in the top three in the country on the final CFP exam, and was honoured by the FPSC in Toronto in 2013 during financial literacy month. In 2017, Wesley obtained his Registered Financial Planner (R.F.P.) designation.
Born and raised in Vancouver, Wesley enjoys playing hockey, snowboarding, and traveling to new places with his wife and young daughter.
Conseillers T.E. est une marque de commerce et une désignation commerciale de iA Conseil en placement inc. (« IACP »). IACP est une filiale indirecte en propriété exclusive de Industrielle Alliance, Assurance et services financiers inc. (« IAASF »). IAASF est inscrite à la bourse de Toronto (symbole:IAG). IACP est inscrit à titre de gestionnaire de portefeuille dans toutes les provinces, à titre de gestionnaire de fonds d’investissement en Ontario, à Terre-Neuve-et-Labrador et au Québec, et à titre de courtier sur le marché dispensé en Ontario.