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810 - 1040 West Georgia Street, Vancouver, BC V6E 4H1

778-650-4906
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Who We Are

Who We Are

Our Why

To help our clients live their Cadence.

So, they can enjoy the financial life they are meant to live.

Our Cadence

We serve our clients with a consultative, team-based approach that examines every aspect of their financial lives.

Our clients' interests always come first.

Our Objective

To achieve clients' financial objectives while understanding the risks involved, through clear communication and ethical guidance.

Our Conservatism

"Conservatism is making sound decisions today, that benefit all relevant stakeholders in the future." Paul Reilly – Executive Chairman of Raymond James Financial

Our Team

Seth Allen

Seth Allen, MBA

Senior Portfolio Manager, Founder

778-654-2906

Jason Castelli

Jason Castelli, CFA®

Senior Portfolio Manager, Partner

778-650-0964

Laura Furtado

Laura Furtado, BCOMM

Financial Advisor, ​Head of Business Development, Partner

778-650-0132

Ryan Cha

Ryan Cha

Financial Advisor, ​ Insurance Planning Specialist, Partner​

778-654-4963

Wayne Nikitiuk

Wayne Nikitiuk, BA, CIM

Portfolio Manager

778-331-5020

Herman Wong

Herman Wong

Wealth Manager Assistant

778-650-0876

Jason Mai

Jason Mai

Trading Specialist

778-654-2906

Leo Han

Leo Han

Client Service Specialist

778-650-4906

Aylin Gismetdinova

Aylin Gismetdinova

Business Development Manager

778-654-0441

Edwina Edralin

Edwina Edralin

Executive Assistant

Our Specialists

Jacqueline Knoblauch

Jacqueline Knoblauch

Insurance Planning Specialist

Samantha Russell

Samantha Russell

AVP, Estate and Trust Solutions at Solus Trust Company, an affiliate of Raymond James

Robert An

Robert An

AVP, Wealth Planning & Tax Consulting

Parvathy (Paru) Nair

Parvathy (Paru) Nair

AVP, Charitable Giving Program, Solus Trust Company, an affiliate of Raymond James

About Raymond James