Meet our team

Professionals who listen to your needs.

We work together to achieve your goals

Our team enjoys working with clients in building trusted and meaningful long-term relationships. 

Our team of experts

Senior Wealth Advisor & Portfolio Manager

Jennifer Funaro

Senior Wealth Associate
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English

Jennifer Funaro has been in the wealth management industry since 2000. Jennifer graduated from British Columbia Institute of Technology in Financial Management. She provides key business development support for our team. She assists in monitoring client portfolios and the day-to-day servicing of client accounts. Jennifer can assist clients with their life planning, provide retirement planning solutions and assist with their overall financial goals. Her dedication and experience in providing superior client solutions and servicing has made her an invaluable asset to the team.

Linda Leung

Senior Wealth Associate

Contact us

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

 

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