Growth
Achieved.

Jeremy is a well-esteemed financial advisor to private business owners across Canada. His areas of expertise include Integrated Planning, Estate Planning, Insurance Planning,  Risk Management, Asset Allocation and Portfolio Management. Jeremy is active in the Vancouver business community and an alumni member of the Entrepreneurs Organization. Jeremy has successfully completed Wharton’s M&A program, and Harvard’s Private Equity and Venture Capital Program. He has been published in Harvard Business Review and has been an advisor on Enriched Academy. He is deeply passionate about working with business families to help them create better pathways to achieve desired outcomes for their family and family wealth. Jeremy spoke in 2017 at an international financial conference in Cannes, France to the top advisors in Canada about how to build a disciplined and evolved practice. He has won several awards for his work with clients at two different leading Canadian firms and has been a national leader at both. He maintains both his Chartered Life Underwriter Designation and his Chartered Investment Manager Designation and is currently working on his Chartered International Wealth Manager Designation.

Jeremy lives in Vancouver with his young daughter Scotia. He travels all over Canada working with entrepreneurs and their families. He and his daughter love to explore new countries and learn from different cultures. He is also very passionate about health and longevity.

Judy is a graduate of the University of Victoria and recently completed the EMS course at Sauder School of Business. Not only is Judy licensed with BC Insurance Council, but she also has extensive experience from working with the Big 5 Banks as well as independent investment brokerages. Judy is indispensable to the company’s operations; her focus and dedication is critical to maintaining and increasing the efficiency of the business.

No matter the problem, Judy is committed to finding an effective solution!

In her spare time, Judy enjoys travelling, cooking, and working out.

Priya is a Life Licensed Insurance Advisor and has been a part of the industry for over 20 years. In her role she integrates seamlessly into the Videre Financiers hub and brings even more diversity to Videre’s offerings.

Priya’s skills include analysis of current insurance portfolios and recommendations for streamlining to maximize protection. She is also a valuable asset in analyzing employee offerings including Group Benefits, Personal Health Spending Accounts, and Health & Dental Insurance. Priya has been highly successful in adding value to several clients. She is currently working towards her Certified Health Specialist designation.

Priya has been happily married for the past 16 years and has a beautiful 7-year-old daughter. She enjoys spending time with her family, working out, reading, and travelling.

Ryan provides financial planning for affluent clients and their families, working with many business owners and retired or retiring clients. He provides his tax-effective solutions and expertise, tailoring customized personal financial plans to meet the life goals of each client. He takes a holistic approach when preparing these plans, bringing to attention applicable strategies and topics of discussion in all areas of financial planning.

Outside of the office, Ryan enjoys the company of his new puppy and plays on a number of intramural sports teams year round.

As a highly focused and proactive Administrative Assistant, Doris is currently pursuing her Bachelor of Commerce at the University of British Columbia, Sauder School of Business. Doris is an effective communicator and an efficient organizer with a stellar work ethic. She is ready to help you achieve your financial goals along with the rest of the team! On a Saturday afternoon, you can typically find her practicing Chinese calligraphy or completing her bucket list of extreme activities that her family is too scared to try with her.

Don graduated from the University of Calgary with a Bachelor of Commerce degree. In 1979 he founded DSI Estate Planning Inc., a boutique firm that works with high net worth individuals and family-owned enterprises to help them preserve capital and mitigate the impact of tax on their estates.

A frequent speaker on the uses of life insurance for wealth holders, Don has spoken to The Conference for Advanced Life Underwriting (CALU), the Society of Trusts and Estate Practitioners (STEP), the University of Calgary, the Calgary Foundation, the Alberta Children’s Hospital Foundation and top advisor conferences for Sun Life and Manulife.

Don was a founding member of CALU and acted as its Chair in 2014. As Chair, he participated in meetings with the Department of Finance on the new tax-exempt insurance rules, which came into effect January 1, 2017. To better serve his clients, Don is designated as a Chartered Life Underwriter (CLU), Family Enterprise Advisor (FEA) and Trust and Estate Practitioner (TEP).

Don’s community involvement includes board membership on the Calgary Foundation from 1999 to 2008 and being the Founding Director of the Canadian Association of Family Enterprise (CAFÉ), Calgary Chapter. He served as an Advisory Committee member of The Hotchkiss Brain Institute from 2004 to 2016.

A former member of Canada’s National Badminton Team, Don remains active in promoting the Canada Open badminton tournament held annually at WinSport. Don is married to Susie. They have 3 children and 6 grandchildren.