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Our team of experts

Senior Wealth Advisor & Portfolio Manager

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Jim is a Senior Wealth Advisor and Portfolio Manager with over 30 years experience in the investment industry.  He specializes in investment planning and portfolio management, as well as retirement and estate planning.  In the past 20 years, Jim has been consistently ranked as one of his firm's top advisors. Jim is a National Bank Financial (NBF) designated Portfolio Manager, having obtained his Chartered Investment Manager (CIM) from the Canadian Securities Institute. 

Jim is married and the proud father of three children.

Irene Or

Wealth Associate

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Irene is the team's Senior Administration Assistant. Drawing on over 25 years of experience, Irene manages administrative operations for the team and provides support to our clients, the majority of whom have been with the Van Vliet Wealth Management Group for over 15 years.  

When Irene is home in Richmond, she loves to cook and is always busy with her three wonderful children. 

Glenn Castillo

Wealth Associate

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Bio coming soon

Derek Cheung

Senior Personal Banker

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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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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.  

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