Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team of finance and customer service professionals is here to help you manage your wealth. They will help you choose the products best suited to your needs.

We are driven by our passion for helping individuals and businesses build and protect their wealth so that they can leave a lasting legacy.

Our team of experts

Senior Wealth Advisor

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English

With over 40 years of wealth management experience, Bill has vast knowledge of the markets, an in-depth understanding of economic cycles and expertise in the various products and investment vehicles available. He maintains an extensive investment business with a high percentage of very long-term relationships with his clients and their families.  Bill has also developed and taught several courses in investment and personal finance over the years.

Wealth Advisor

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English

Approaching 15  years of experience in the Investment and Finance industry, Justin will be focusing on creating written Financial Plans and wealth solutions to assist Acorn Financial Group's clients achieve their desired goals. Justin's extensive knowledge of Financial strategies and natural ability to develop trustworthy, long-lasting relationships, will ensure clients receive unique value above and beyond industry peers.

Michele Bendall

Senior Wealth Associate

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English

With more than 25 years in the investment industry, Michele’s primary focus is providing prompt and accurate account administrative service to not only meet our clients’ expectations but to exceed them. Michele has a unique ability to execute complex solutions for the practice, ensuring Acorn Financial Groups operations remain consistent. Her attention to detail and her quality of care makes certain our clients are well taken care of.

Mateo Castanon

Wealth Associate

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English, Spanish

Mateo Castanon is a Wealth Associate fluent in English and Spanish. In recent years he has completed the BCIT Financial Planning program, the Canadian Securities Course, the Conduct and Practices Handbook Course with the Canadian Securities Institute, and a few other industry courses. Mateo has a passion for providing excellent service to clients and has strong organizational and interpersonal communication skills.

Our partners

Our financial advisors | Acorn Financial Group | National Bank Financial - Wealth Management
Photo of Derek Cheung, Premium Banker

Derek Cheung

Premium Banker

National Bank of Canada
 

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with clients’ integrated investment objectives and overall wealth management strategies. With over 13 years of banking experience, from working in Downtown Vancouver to Toronto’s Financial District, he has collaborated with clients of all backgrounds to provide them with sound advice and feasible financing strategies to help them achieve their ambitions. Having always approached his role from a relationship-focused standpoint he strives to deliver top-tier service with his expert-knowledge, professionalism, and dedication to clients.

When not at the office, Derek enjoys travelling around the world to admire the diverse cultural sites, natural wonders, and eat the local food. Having visited over 42 countries, he hopes to visit them all one day. Closer to home, he lives in the Lower Mainland with his dog and enjoys going for runs, hikes, and soaking in all the beauty that B.C. provides. A strong believer of giving-back he actively supports and donates to B.C. Children’s Hospital, Canadian Cancer Society, and Plan International Canada.

Our financial advisors | Acorn Financial Group | National Bank Financial - Wealth Management
Photo of Manijeh Moieni, Senior Estate Planning Advisor

Manijeh Moieni

Senior Estate Planning Advisor²
National Bank of Canada

Having been called to the Bar of British Columbia in 1996, she has accumulated years of diverse professional experience including working at prestigious Vancouver law firms, operating her own successful law office, as well as teaching law through the Law Society of BC and Langara College. Manijeh’s philosophy is simple. She sincerely cares about her clients, their issues, and results. She provides high quality estate planning services, and acts with integrity, honesty, respect and fairness. Manijeh offers every client personal attention combined with a high level of professional integrity. This leads to estate planning solutions tailored to the specific needs of each client whether she is providing an estate consultation or an estate plan.

Contact us

Get contact information for our team members and find out where our offices are.