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

Investment Advisor, Portfolio Manager
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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

Investment Associate
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604-643-2808    

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English, Cantonese

With over 15 years of experience in the financial industry, Jennifer is a licensed Investment 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.

Derek Cheung

Senior Personal Banker
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English, Cantonese

Derek provides banking and financing solutions to clients by keeping their goals and lifestyle top of mind. He works closely with Jim Van Vliet to support his clients’ integrated investment objectives and overall wealth management strategies.

With over a decade 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 in order 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.

Manijeh Moieni

Senior Estate Planning Advisor

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English

Manijeh is a Senior Estate Planning Advisor with National Bank Financial Wealth Management.  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.  

Anthony Lin

Senior Private Banker

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English, Cantonese, Mandarin

Anthony has been in the financial industry for over a decade and has held various positions with increasing responsibilities at the retail and wealth management network. He is currently a Senior Private Banker at National Bank Private Banking 1859. He provides holistic financial counsel to a dedicated number of high net worth households and thus offers a highly personalized experience.

Anthony holds the Certified Financial Planner (CFP) designation from FP Canada and Personal Financial Planner (PFP) designation from Canadian Securities Institute (CSI).

Contact us

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