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 Advisor & Portfolio Manager

Speech bubble picto

English, Mandarin, Cantonese

In today’s market, working hard and saving is no longer the safest strategy. Over the last 3 decades, Vivien has built a team that focuses on distinctive wealth management for their clients: individuals, families, and business owners. Her clients value protecting their wealth and assets while maintaining growth and sustainability for generations to come.

As a multi-generational team themselves, the team's priority and focus is to always provide superior service and coverage for all areas of wealth management. From banking, life insurance and portfolio management, the team approaches each client with a customized plan that maximizes their success. Clients of Vivien’s team hold a high merit on tax reduction, intergenerational wealth transfers, succession planning for businesses and tax efficient wealth transfers, retirement, and estate planning. It’s been Vivien’s and her team's honor watching their clients succeed over the last 30 years.

Jennifer Lai

Wealth Associate

Speech bubble picto

English, Cantonese

With over 15 years of experience in the financial industry, Jennifer is a licensed Wealth Associate who manages the administrative operation and provides professional client services to all our clients, most of whom have been with the Lai Wealth Management Group for over 15 years. Jennifer is passionate about securing generational wealth and she keeps appraised of the ever changing market by attending industry sponsored seminars and through continued education. Adding to her 15+ years of experience, Jennifer is excited to merge the foundation of what Vivien has built 32 years ago and continue success for their clients for generations to come.

Our Partners

Our financial advisors | Lai Wealth Management 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 | Lai Wealth Management 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.

  1. Financial Planners are authorized to act in the field of Financial Planning. They exercise their duties for National Bank Financial Inc., a financial planning firm.

  2. We work closely with the Taxation, Retirement and Estate Planning Team from National Bank Trust, made up of multidisciplinary experts who provide knowledge and advice that complement our service offering. These experts assist us in providing the best solutions for your personal finances related to taxation, retirement and estate planning.

  3. Insurance products and services are provided by National Bank Insurance Firm (NBIF) or by NBF Financial Services (NBFFS), as applicable. NBIF and NBFFS are not members of Canadian Investor Protection Fund (CIPF). Insurance products are not protected by CIPF.

  4. Financing solutions are subject to credit approval by National bank.

  5. For details and conditions of the offer, please contact your advisor.

Contact us

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